Copper + Privyr

Create Privyr clients from new Copper companies effortlessly

Effortlessly keep client information updated between Copper and Privyr using this workflow. Upon adding a new company in Copper, a corresponding client will be created in Privyr, streamlining your sales and marketing processes. This seamless integration saves time and ensures consistency across both platforms.

Effortlessly keep client information updated between Copper and Privyr using this workflow. Upon adding a new company in Copper, a corresponding client will be created in Privyr, streamlining your sales and marketing processes. This seamless integration saves time and ensures consistency across both platforms.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    PrivyrPrivyr
    ActionWrite
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Supported triggers and actions

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

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privyr logo
privyr logo

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

Related categories

  • Contact Management