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Copper + Yeeflow

Add new Copper leads to a Yeeflow list as items for seamless organization

Effortlessly manage new leads from Copper by adding them to a list in Yeeflow with this seamless workflow. Whenever a new lead is created in Copper, this automation will instantly add them as an item to a specific Yeeflow list, ensuring your team can easily track and prioritize potential clients without any manual work involved. Keep your sales process smoothly running and never miss an opportunity to connect with prospects.

Effortlessly manage new leads from Copper by adding them to a list in Yeeflow with this seamless workflow. Whenever a new lead is created in Copper, this automation will instantly add them as an item to a specific Yeeflow list, ensuring your team can easily track and prioritize potential clients without any manual work involved. Keep your sales process smoothly running and never miss an opportunity to connect with prospects.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    YeeflowYeeflow
    Add an Item to a List

    Add an item to a list

    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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yeeflow logo
yeeflow logo

About Yeeflow

No-code application development platform that lets you build custom applications in minutes.

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