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Copper + Outplay

Create new Outplay prospects when Copper companies are added

Effortlessly manage your prospects by connecting Copper and Outplay with this seamless workflow. Once set up, whenever a new company is added in Copper, it will create and save a prospect in Outplay, ensuring all relevant information is consistently up-to-date across both platforms. This automation not only simplifies the process but also reduces manual data entry, allowing you to focus on winning deals.

Effortlessly manage your prospects by connecting Copper and Outplay with this seamless workflow. Once set up, whenever a new company is added in Copper, it will create and save a prospect in Outplay, ensuring all relevant information is consistently up-to-date across both platforms. This automation not only simplifies the process but also reduces manual data entry, allowing you to focus on winning deals.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    OutplayOutplay
    Save Prospect

    Create or Update Prospect and Adds to Sequence based on the provided Sequence Identifier

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

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

    New Opportunity

    Triggers when an Opportunity is created in Copper.

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

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

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

Related categories

  • CRM (Customer Relationship Management)

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outplay logo
outplay logo

About Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

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