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Copper + Procore

Create Procore projects from new Copper leads for seamless management

Easily manage your new leads and projects by connecting Copper and Procore with this automation workflow. Whenever a new lead is added in Copper, it will create a project in Procore, keeping your team informed and organized. Save time and streamline your project management process with this efficient and seamless connection between the two apps.

Easily manage your new leads and projects by connecting Copper and Procore with this automation workflow. Whenever a new lead is added in Copper, it will create a project in Procore, keeping your team informed and organized. Save time and streamline your project management process with this efficient and seamless connection between the two apps.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    ProcoreProcore
    Create Project

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    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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procore logo

About Procore

Procore is a construction project management platform built in the cloud.

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