Copper integrations

Connecting Copper on Make

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Connect Copper with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Copper to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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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.

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Action

Create Activity

Creates a new activity.

Action

Create Company

Creates a new company.

Action

Create Connection

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.

Action

Create Lead

Creates a new lead.

Action

Create Opportunity

Creates a new opportunity.

Action

Create Person

Creates a new person.

Action

Create Project

Creates a new project.

Action

Create Task

Creates a new task.

Action

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.

Create leads on Copper for new rows on Google Sheets

Every time a new row is added on Google Sheets, Make will automatically create a new lead on Copper. The template uses this example spreadsheet.

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Post new Copper projects to Slack

Every time a new project is created on Copper, Make will automatically send a message in Slack.

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Send Slack messages for new Copper opportunities

Every time a new opportunity is added on Copper, Make will automatically send a message on Slack.

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Send Slack messages for Copper opportunity status updates

Every time an opportunity changes its status on Copper, Make will automatically send a message in Slack.

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Add Trello cards to Copper as new tasks

Every time a new card is added on Trello, Make will automatically create a new task on Copper.

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Add Facebook Lead Ads lead into Copper, send an Email, and trigger a Drip (Call SMS Email) to the lead via Go4Clients

When you get a new response to your Facebook Lead Ads form, Make will automatically create the lead in Copper. Then, Go4Clients will send an email notification to your sales representative , and will trigger a DRIP ( Call, SMS and Email ) to the lead. The call could include IVR to transfer the call to one of your sales representatives. You can close the sale immediately.

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Add new Copper leads to ActiveCampaign

Every time a new lead is added on Copper, Make will automatically add a new contact in ActiveCampaign.

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