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Copper + Revaluate

Create Revaluate contacts from new Copper leads

Effortlessly manage your leads and contacts by connecting Copper and Revaluate. With this workflow, every time a new lead is added in Copper, a contact will be created in Revaluate for seamless organization and better efficiency. Keep track of valuable leads and enhance your engagement without any manual interventions.

Effortlessly manage your leads and contacts by connecting Copper and Revaluate. With this workflow, every time a new lead is added in Copper, a contact will be created in Revaluate for seamless organization and better efficiency. Keep track of valuable leads and enhance your engagement without any manual interventions.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    RevaluateRevaluate
    Create Contact

    Creates a Contact

    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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revaluate logo
revaluate logo

About Revaluate

Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.

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