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Copper + Productboard

Create Productboard notes for new Copper leads

Effortlessly manage your leads and enhance product development with this Copper and Productboard workflow. Whenever a new lead is added in Copper, a note will be created in Productboard, keeping your team informed about potential customer needs and interests. Streamline your lead management process and ensure your product development stays in sync with evolving market demands using this automation.

Effortlessly manage your leads and enhance product development with this Copper and Productboard workflow. Whenever a new lead is added in Copper, a note will be created in Productboard, keeping your team informed about potential customer needs and interests. Streamline your lead management process and ensure your product development stays in sync with evolving market demands using this automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    ProductboardProductboard
    Create Note

    Triggers when a new note is created.

    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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productboard logo
productboard logo

About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Related categories