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Copper + Pipeline CRM

Create deals in Pipeline CRM from new leads in Copper

Save time and streamline your sales process by connecting Copper and Pipeline CRM with this efficient workflow. Whenever a new lead is added in Copper, a deal is created in Pipeline CRM instantly, ensuring consistent and organized sales management. Stay on top of your leads and close deals faster with this seamless connection.

Save time and streamline your sales process by connecting Copper and Pipeline CRM with this efficient workflow. Whenever a new lead is added in Copper, a deal is created in Pipeline CRM instantly, ensuring consistent and organized sales management. Stay on top of your leads and close deals faster with this seamless connection.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Deal

    Creates a new deal in your PipelineDeals account.

    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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pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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