Clinchd + Copper

Create contacts in Clinchd for new leads in Copper

Effortlessly manage your new leads by connecting Copper and Clinchd with this seamless workflow. Whenever there's a new lead in Copper, a contact will be created in Clinchd, ensuring up-to-date information tracking across both platforms. Simplify your sales process and stay organized by implementing this smooth automation.

Effortlessly manage your new leads by connecting Copper and Clinchd with this seamless workflow. Whenever there's a new lead in Copper, a contact will be created in Clinchd, ensuring up-to-date information tracking across both platforms. Simplify your sales process and stay organized by implementing this smooth automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    ClinchdClinchd
    Create Contact

    Create a new contact on Clinchd

    ActionWrite
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Supported triggers and actions

  • 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
clinchd logo
clinchd logo

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Related categories

  • Sales & CRM
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.

Related categories

  • CRM (Customer Relationship Management)

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