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Crossbeam + Copper Integrations

How to connect Crossbeam + Copper

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Supported triggers and actions

What does this mean?
  • Crossbeam triggers, actions, and search
    Get Overlaps From Report
    Retrieve overlaps from a given report you saved on Crossbeam
    Action
    Search
  • Crossbeam triggers, actions, and search
    Partner Records Search by Record Type and ID
    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Domain
    Search your Crossbeam records for a specific domain
    Action
    Search
  • Crossbeam triggers, actions, and search
    Record Search by ID
    Search your Crossbeam records for a specific Record ID
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Email
    Search your Crossbeam records for a specific email
    Action
    Search
  • Copper triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Company
    Triggers when a new Company is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Person
    Triggers when a new Person is created in Copper.
    Trigger
    Instant
  • Copper

    Triggers when an Opportunity is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a new Project is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a new Task is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a Person's Company is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person's Contact Type is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's stage is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Project is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Task is changed.

    Instant

    Trigger

  • Copper

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

    Scheduled

    Action

  • Copper

    This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

    Scheduled

    Action

  • Copper

    Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Company.

    Scheduled

    Action

  • Copper

    Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Person.

    Scheduled

    Action

  • Copper

    Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Lead.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of Opportunity ID.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Opportunity.

    Scheduled

    Action

  • Copper

    Creates a new Project.

    Scheduled

    Action

  • Copper

    Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Task.

    Scheduled

    Action

  • Copper

    Searches for an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing project in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing project in Copper.

    Scheduled

    Action

How Crossbeam + Copper Integrations Work

  1. Step 1: Authenticate Crossbeam and Copper.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

Related categories

  • Business Intelligence
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copper logo
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About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn More

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