Copper + Quotient

Create leads in Quotient from updated people in Copper

Effortlessly maintain your sales pipeline by connecting your Copper and Quotient accounts with this streamlined workflow. When a person is updated in Copper, this automation will create a new lead in Quotient, ensuring that your team always has the latest information at their fingertips. Spend less time on manual updates and more time closing deals with this seamless integration.

Effortlessly maintain your sales pipeline by connecting your Copper and Quotient accounts with this streamlined workflow. When a person is updated in Copper, this automation will create a new lead in Quotient, ensuring that your team always has the latest information at their fingertips. Spend less time on manual updates and more time closing deals with this seamless integration.

  1. When this happens...
    CopperCopper
    Updated Person

    Triggers when a Person is changed.

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Lead

    Creates a new Lead.

    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

What does this mean?
    • 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.

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)
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management