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Copper + Setmore Appointments

Create Setmore Appointments contacts from new Copper leads

Effortlessly manage your sales and appointments with this convenient workflow. When a new lead is added in Copper, a contact is created in Setmore Appointments, ensuring your client list stays organized and up-to-date. Save time, reduce manual data entry, and keep your sales pipeline and appointment scheduling in sync with this automation.

Effortlessly manage your sales and appointments with this convenient workflow. When a new lead is added in Copper, a contact is created in Setmore Appointments, ensuring your client list stays organized and up-to-date. Save time, reduce manual data entry, and keep your sales pipeline and appointment scheduling in sync with this automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Setmore AppointmentsSetmore Appointments
    Create Contact

    Create a new 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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setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

Related categories