Connect Copper integrations
Map your team's customer journeys and track sales activities by connecting Copper to Make. Integrating this CRM with our workflow automation tool lets you instantly convert incoming leads, update active opportunity stages, and assign project tasks without switching tabs. Register for your free account today to build your first relationship pipeline.
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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.
Connect Copper to your daily tools using Make. Automate repetitive tasks, sync your contacts, and simplify your workflows.
Connect Copper and Make to Automate Your Entire Sales Pipeline
By integrating Copper with Make, you can instantly sync lead data, enrich customer profiles, and automate multi-channel follow-ups to keep your sales pipeline moving fast without manual work.
Automatically transfer lead details from Google Sheets, web forms, and social ads directly into Copper without lifting a finger.
Automatically gather and add valuable background information from intelligence tools to your Copper leads the moment they are created.
Keep your sales and project teams in sync by automatically turning Trello cards into actionable tasks inside Copper.
Kick off instant email, SMS, or call campaigns across other marketing platforms the second a new lead is added to Copper.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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