Copper + Superdocu

Create new Superdocu contacts from new Copper leads

Effortlessly keep your sales and documentation processes connected with this powerful workflow. Whenever a new lead is added in Copper, the workflow will automatically create a contact in Superdocu. Stay organized and maintain seamless communication between your CRM and document management system, without any manual entry required.

Effortlessly keep your sales and documentation processes connected with this powerful workflow. Whenever a new lead is added in Copper, the workflow will automatically create a contact in Superdocu. Stay organized and maintain seamless communication between your CRM and document management system, without any manual entry required.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    SuperdocuSuperdocu
    Create Contact

    Creates a new contact in Superdocu.

    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
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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superdocu logo
superdocu logo

About Superdocu

Superdocu helps people collect documents and information easily, and follow-up in case of missing data.

Related categories

  • CRM (Customer Relationship Management)

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