Copper + Solo

Copper + Solo integrations

Create new Solo customers from Copper leads effortlessly

Effortlessly manage your new leads from Copper by instantly creating customers in Solo with this efficient workflow. Whenever a new lead is added to Copper, they will be seamlessly added as a customer in Solo, keeping your records up-to-date and ensuring a smooth onboarding process. Streamline your lead management and focus on growing your business with this time-saving automation.

When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstant
automatically do this!
Create CustomerCreates a Customer
ActionWrite

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More things you can do with Copper and Solo

Discover other triggers and actions you can use with Copper and Solo

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- 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
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Password
  Required
- Company Id
- Timezone Id
  Required
- SMS Opt-in
  Required
- Liscense Number
Action
Write
- Proposal Id
  Required
- Company Id
  Required
Action
Write
- User Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
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
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- User Id
- User Email
- Installer Company Id
- Lead Number
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Phone
  Required
- Annual Usage
  Required
- Utility Company
  Required
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer Id
  Required
- Company Id
  Required
Action
Write
- Company Id
- Customer ID
  Required
- Installer Company ID
  Required
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search

About Copper

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

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SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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