Connect Copper integrations
Map your customer journey by automating Copper to convert new leads from web forms and kick off delivery projects for closed deals. Use our automation tool to sync sales data with your financial software and send personalized follow-up emails. Sign up now to connect your sales, delivery, and retention processes.
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Build your Copper integrations.
On Make, Copper can automate your customer journey by triggering workflows for new leads, updated opportunities, or project milestones. It also serves as an action to convert new leads from various sources, create and update opportunities, or initiate project delivery for closed deals, enabling seamless sales data synchronization and follow-up communications.
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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