Copper + CRM in Cloud

Create or update CRM in Cloud leads when new Copper leads are detected

Easily manage your leads between Copper and CRM in Cloud with this seamless workflow. When a new lead is added in Copper, it will instantly create or update a lead in CRM in Cloud, keeping your customer information up-to-date and helping you stay on top of potential opportunities. Save time on manual tasks and focus on driving your business forward with this streamlined automation.

Easily manage your leads between Copper and CRM in Cloud with this seamless workflow. When a new lead is added in Copper, it will instantly create or update a lead in CRM in Cloud, keeping your customer information up-to-date and helping you stay on top of potential opportunities. Save time on manual tasks and focus on driving your business forward with this streamlined automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    CRM in CloudCRM in Cloud
    Create or Update Lead

    Creates a new Lead, or update an exising one specifying its ID field value.

    ActionWrite
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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
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.

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  • CRM (Customer Relationship Management)

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crm-in-cloud logo
crm-in-cloud logo

About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

Related categories

  • CRM (Customer Relationship Management)

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