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Copper + Pipefy

Add new Copper companies to Pipefy as cards for streamlined data management

Easily manage new companies in Copper by creating cards in Pipefy with this seamless integration. When you add a new company in Copper, the workflow instantly creates a new card in your Pipefy board, saving you time and ensuring all relevant information is organized and accessible in one place. This automation simplifies your CRM and project management efforts, so you can focus on growing your business.

Easily manage new companies in Copper by creating cards in Pipefy with this seamless integration. When you add a new company in Copper, the workflow instantly creates a new card in your Pipefy board, saving you time and ensuring all relevant information is organized and accessible in one place. This automation simplifies your CRM and project management efforts, so you can focus on growing your business.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    PipefyPipefy
    Create Card

    Creates a new card.

    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
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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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pipefy logo

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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