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Copper + SalesScreen

Create SalesScreen activities for new Copper leads

Effortlessly manage your sales process with this Copper and SalesScreen workflow. When a new lead is added in Copper, an activity will be created in SalesScreen, keeping your sales team informed and organized. Stay on top of your leads and ensure seamless collaboration between your sales tools with this automation.

Effortlessly manage your sales process with this Copper and SalesScreen workflow. When a new lead is added in Copper, an activity will be created in SalesScreen, keeping your sales team informed and organized. Stay on top of your leads and ensure seamless collaboration between your sales tools with this automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    SalesScreenSalesScreen
    Create Activity

    Creates a new record in SalesScreen.

    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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salesscreen logo
salesscreen logo

About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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