B1G1 + Copper

Create B1G1 giving stories for new Copper leads and add them to cart

Easily streamline your lead management process with this efficient workflow. When a new lead is added to Copper, this automation will instantly create a Giving Story in the B1G1 app, adding it to the cart. This integration helps you save time, allowing you to focus on nurturing leads and making a positive impact through your business.

Easily streamline your lead management process with this efficient workflow. When a new lead is added to Copper, this automation will instantly create a Giving Story in the B1G1 app, adding it to the cart. This integration helps you save time, allowing you to focus on nurturing leads and making a positive impact through your business.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    B1G1B1G1
    Add Recurring Impact to Cart

    Adds Recurring Impacts to your Cart.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It
  • 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
b1g1 logo
b1g1 logo

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform
Learn more

Related categories

  • Fundraising
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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Capsule CRM integrationsCapsule CRM integrations

Capsule CRM

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)