Convo + Copper

Create Convo posts for new Copper leads

Seamlessly manage your new leads from Copper by setting up a workflow to create a post in Convo for each new addition. This streamlined process ensures your team is updated in real-time, allowing for quicker follow-ups and increased efficiency. Keep your team informed and on the same page without any manual effort.

Seamlessly manage your new leads from Copper by setting up a workflow to create a post in Convo for each new addition. This streamlined process ensures your team is updated in real-time, allowing for quicker follow-ups and increased efficiency. Keep your team informed and on the same page without any manual effort.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    ConvoConvo
    Create Post

    Creates a new post in Convo.

    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
convo logo
convo logo

About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.

Related categories

  • Team Collaboration

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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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