Copper + OpenPhone

Create new Copper leads from incoming OpenPhone messages

Ease your lead management process by integrating your OpenPhone and Copper apps. When a new message arrives in OpenPhone, this workflow will instantly generate a lead in Copper. This ensures all potential customers are accounted for and you never miss out on business opportunities. It's a streamlined way of capturing leads and managing your customer relationships.

Ease your lead management process by integrating your OpenPhone and Copper apps. When a new message arrives in OpenPhone, this workflow will instantly generate a lead in Copper. This ensures all potential customers are accounted for and you never miss out on business opportunities. It's a streamlined way of capturing leads and managing your customer relationships.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Message Received

    Triggers when you receive a message.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • Entity TypeRequired

    • Activity TypeRequired

    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.

Related categories

  • CRM (Customer Relationship Management)

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openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS