Compass + Copper

Create new Compass leads from newly added Copper persons

Effortlessly connect Copper and Compass with this seamless workflow. When a new person is added to Copper, it will instantly create a new lead in Compass, ensuring that contacts are consistently managed across both platforms. Save time and stay organized by streamlining your contact management process.

Effortlessly connect Copper and Compass with this seamless workflow. When a new person is added to Copper, it will instantly create a new lead in Compass, ensuring that contacts are consistently managed across both platforms. Save time and stay organized by streamlining your contact management process.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    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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compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • 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.

Related categories

  • CRM (Customer Relationship Management)

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