Connect Copper integrations
Nurture client relationships by automating Copper to sync contacts from any lead source and create projects from closed deals. This powerful workflow connects your sales pipeline to your delivery tools, letting you assign tasks and log client data automatically. Sign up today to connect your entire customer lifecycle.
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Build your Copper integrations.
Create custom Copper workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Connect any app with Copper
Popular Copper workflows.
Looking to get more out of Copper? With Make you can visually integrate Copper into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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