Connect Redtail CRM to Copper and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Redtail CRM with Copper - no code necessary. See how you can get setup in minutes.

Select a trigger from Redtail CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Redtail CRM, a trigger could be "Activity Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Copper

An action is what takes place after the automation is triggered. For example, with Copper, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Redtail CRM to Copper

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Redtail CRM to Copper with a Zapier template.

Our most popular template

Create new companies in Copper and update activities in Redtail CRM
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Copper + Redtail CRM
Create Redtail CRM activities for new Copper people
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Copper + Redtail CRM
Create activities in Redtail CRM for new Copper leads
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Copper + Redtail CRM
Create activities in Redtail CRM for new Copper companies
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Copper + Redtail CRM
Create leads in Copper from new Redtail CRM activities
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Redtail CRM + Copper
Create new Redtail CRM contacts and associate them with Copper projects
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Redtail CRM + Copper

Create new companies in Copper and update activities in Redtail CRM

Copper + Redtail CRM

Create Redtail CRM activities for new Copper people

Copper + Redtail CRM

Create activities in Redtail CRM for new Copper leads

Copper + Redtail CRM

Create activities in Redtail CRM for new Copper companies

Copper + Redtail CRM

Create leads in Copper from new Redtail CRM activities

Redtail CRM + Copper

Create new Redtail CRM contacts and associate them with Copper projects

Redtail CRM + Copper

Create new Copper companies from newly created Redtail CRM contacts
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Redtail CRM + Copper
Create and update Copper companies from new Redtail CRM contacts
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Redtail CRM + Copper

Make work flow with AI

Level up your Redtail CRM to Copper integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Redtail CRM and Copper to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Redtail CRM and Copper to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
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Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
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Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
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Updated Project
Triggers when a Project is changed.
Trigger
Instant
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- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Details
  Required
- Priority
- Tags
- Entity Type
  Required
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It
Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Contact Source
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- ID
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Details
  Required
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Search or write

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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