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Copper + Trello

Create Trello cards for new Copper leads

Instantly stay on top of your game every time you get a new lead in Copper by adopting this streamlined workflow. As soon as a new lead is added in Copper, a card is created in your Trello board. This efficient automation ensures your teams are looped in promptly, enabling quicker follow-ups and enhanced productivity. Now there's no need to manually transfer information, saving you precious time and reducing the probability of overlooked leads.

Instantly stay on top of your game every time you get a new lead in Copper by adopting this streamlined workflow. As soon as a new lead is added in Copper, a card is created in your Trello board. This efficient automation ensures your teams are looped in promptly, enabling quicker follow-ups and enhanced productivity. Now there's no need to manually transfer information, saving you precious time and reducing the probability of overlooked leads.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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