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Copper integration details
Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Zapier to automatically create and update leads in Copper whenever one of your online forms is updated. Zapier can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerInstant - New Task
Triggers when a new Task is created in Copper.
Try ItTriggerInstant
- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerInstant - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerInstant