AccuLynx + Copper

Create new AccuLynx leads from new Copper opportunities

When a new opportunity arises in Copper, this workflow instantly creates a fresh lead in your AccuLynx system. By transferring this essential data for you, it saves time and helps your team react promptly to potential business. It’s an effortless way to ensure every opportunity in Copper is captured and acted upon in AccuLynx.

When a new opportunity arises in Copper, this workflow instantly creates a fresh lead in your AccuLynx system. By transferring this essential data for you, it saves time and helps your team react promptly to potential business. It’s an effortless way to ensure every opportunity in Copper is captured and acted upon in AccuLynx.

  1. When this happens...
    CopperCopper
    New Opportunity

    Triggers when an Opportunity is created in Copper.

    TriggerInstant
  2. automatically do this!
    AccuLynxAccuLynx
    Create Lead

    Creates a new lead.

    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
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acculynx logo

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn more

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  • CRM (Customer Relationship Management)

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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.

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  • CRM (Customer Relationship Management)

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