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Copper + Quickbase

Create new Quickbase records for fresh Copper leads

Effortlessly transfer new leads from Copper to Quickbase with this seamless workflow. Whenever a new lead is added in Copper, a record will be created in your Quickbase app, keeping your data organized and up-to-date. Stay on top of your leads and make managing your sales process more efficient with this automation.

Effortlessly transfer new leads from Copper to Quickbase with this seamless workflow. Whenever a new lead is added in Copper, a record will be created in your Quickbase app, keeping your data organized and up-to-date. Stay on top of your leads and make managing your sales process more efficient with this automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    QuickbaseQuickbase
    Create Record

    Creates a new record in a Quick Base table.

    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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quickbase logo
quickbase logo

About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

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