Copper + Productive.io

Copper + Productive.io integrations

Create deals in Productive.io for new Copper companies

Efficiently manage your new clients and deals with this Copper and Productive.io workflow. When a new company is added in Copper, a corresponding deal will be created in Productive.io, streamlining your sales pipeline and ensuring a seamless transition. Save time and reduce manual data entry, allowing you to focus on building strong client relationships and growing your business.

When this happens...
New CompanyTriggers when a new Company is created in Copper.
TriggerInstant
automatically do this!
Create DealCreate new deal.
ActionWrite

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More things you can do with Copper and Productive.io

Discover other triggers and actions you can use with Copper and Productive.io

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Contact Update
Triggers when Contact is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
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Expense Update
Triggers when Expense is updated.
Trigger
Instant
Try It
New Booking
New booking created.
Trigger
Instant
Try It
New Contact
New contact created.
Trigger
Instant
Try It
New Expense
Triggers when Expense is updated.
Trigger
Instant
Try It
New Project
New project created.
Trigger
Instant
Try It
Project Update
Triggers when project is updated.
Trigger
Instant
Try It
Task Update
Triggers when Task is updated.
Trigger
Instant
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- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company Name
  Required
Action
Search
- Email
  Required
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
Booking Update
Triggers when Booking is updated.
Trigger
Instant
Try It
Budget Update
Triggers when budget is updated.
Trigger
Instant
Try It
Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
Try It
Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
Try It
New Budget
Triggers when new Budget is created.
Trigger
Instant
Try It
New Deal
New deal created.
Trigger
Instant
Try It
New Invoice
New invoice created.
Trigger
Instant
Try It
New Task
New task created.
Trigger
Instant
Try It
Task Deleted
Triggers when Task is deleted.
Trigger
Instant
Try It
- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Email
  Required
Action
Search
- Company Name
  Required
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Search or write

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Insightly

CRM (Customer Relationship Management)

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Create deals in Productive.io for new Copper leads

Related Zap Templates

Create deals in Productive.io for new Copper leads