Copper + Leap CRM

Create new Leap CRM leads from updated Copper contacts

Ensure your sales team has real-time updates by creating a workflow between Copper and Leap CRM. With this workflow, any time you update a Contact Type in Copper, a new Lead is generated in Leap CRM. Save time on manual data entry and help your team focus on prioritizing leads and closing sales.

When this happens...
Updated Contact Type
Triggers when a Person's Contact Type is changed.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead on the APP
ActionWrite

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Supported triggers and actions

- Entity TypeRequired
- Activity TypeRequired
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Search or write
- Match by TypeRequired
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Search or write
New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn more

Related categories

CRM (Customer Relationship Management)

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About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Copper companies as leads in Leap CRM

Create Leap CRM leads from new Copper leads effortlessly

Copper + Leap CRM

Create new Leap CRM leads from updated Copper contacts

New Activity

New Person

New Lead

New Task

Updated Contact Type

Updated Opportunity

Updated Opportunity Status

Updated Lead

Updated Task

Associate to Project

Create/Update Company

Update Person

Create Person

Create/Update Lead

Update Opportunity by ID

Create/Update Opportunity

Create Project

Create/Update Project

Search for an Activity

Search for a Person

Search for a Lead

Search for an Activity (or create)

Search for a Person (or create)

Search for a Lead (or create)

New Customer

Add Document

Create Lead

New Company

New Opportunity

New Project

Updated Company

Updated Person

Updated Opportunity Stage

Updated Lead Status

Updated Project

Create Activity

Update Company

Create Company

Create/Update Person

Update Lead

Create Lead

Update Opportunity

Create Opportunity

Update Project

Create Task

Search for a Company

Search for a Opportunity

Search for a Project

Search for a Company (or create)

Search for a Opportunity (or create)

Search for a Project (or create)

New Lead

Create Customer

Update Lead

About Copper

Related categories

Similar apps

Capsule CRM

Streak

Insightly

About Leap CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates