Copper + monday.com

Update multiple columns in monday.com when new leads are added in Copper

Keep your monday.com boards up to date with new leads in Copper by using this automation to streamline your workflow. With this setup, whenever a new lead is added in Copper, multiple columns values are updated in monday.com. This ensures your team stays informed and can quickly take action on new opportunities without manual data entry.

Keep your monday.com boards up to date with new leads in Copper by using this automation to streamline your workflow. With this setup, whenever a new lead is added in Copper, multiple columns values are updated in monday.com. This ensures your team stays informed and can quickly take action on new opportunities without manual data entry.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
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  • 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
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  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
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