Copper + monday.com

Create subitems in monday.com for new leads in Copper

Effortlessly manage your new leads by connecting Copper and monday.com with this seamless workflow. Whenever a new lead is added in Copper, a subitem will be created in monday.com, ensuring that you stay organized and on top of your sales pipeline. This easy-to-set-up automation saves valuable time and helps your team stay focused on converting leads to customers.

Effortlessly manage your new leads by connecting Copper and monday.com with this seamless workflow. Whenever a new lead is added in Copper, a subitem will be created in monday.com, ensuring that you stay organized and on top of your sales pipeline. This easy-to-set-up automation saves valuable time and helps your team stay focused on converting leads to customers.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Subitem

    Create a new subitem in a item

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
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  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It