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Copper

Copper, a productivity CRM for Google Workspace users, does much more than just store your customer data. It’s designed to help you focus on your business relationships and take on your busywork, so you don't have to. 

How this app lets you build enduring business relationships

Copper: App spotlight

Tired of managing multiple contact lists? Activate this Google Contacts Copper integration and we'll make sure you always have your contacts everywhere. Once you do, every new contact you add to Copper will have its data sent automatically to Google Contacts, replicating all needed fields according to your setup.

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

New Activity

Triggers when a new Company is created in Copper.

New Company

Triggers when a new Person is created in Copper.

New Person

Triggers when an Opportunity is created in Copper.

New Opportunity

Triggers when a Lead is created in Copper.

New Lead

Triggers when a new Project is created in Copper.

New Project

Triggers when a new Task is created in Copper.

New Task

Triggers when a Person's Company is changed.

Updated Company

Triggers when a Person's Contact Type is changed.

Updated Contact Type

Updated Person

Updated Opportunity

Triggers when an Opportunity's stage is changed.

Updated Opportunity Stage

Triggers when an Opportunity's status is changed.

Updated Opportunity Status

Triggers when a Lead's status is changed.

Updated Lead Status

Updated Lead

Updated Project

Updated Task

Searches for an existing activity in Copper.

Search for an Activity

Searches for an existing company in Copper.

Search for a Company

Searches for an existing person in Copper.

Search for a Person

Searches for an existing opportunity in Copper.

Search for a Opportunity

Search for a Lead

Searches for an existing project in Copper.

Search for a Project

Search for an Activity (or create)

Search for a Company (or create)

Search for a Person (or create)

Searches an existing opportunity in Copper.

Search for a Opportunity (or create)

Search for a Lead (or create)

Search for a Project (or create)

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Create Activity

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Associate to Project

Updates a Company depending on the match criteria.

Update Company

Creates or Updates a Company depending on the match criteria.

Create/Update Company

Create Company

Updates a Person depending on the match criteria.

Update Person

Creates or Updates a Person depending on the match criteria.

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Create Person

Updates a Lead depending on the match criteria.

Update Lead

Creates or Updates a Lead depending on the match criteria.

Create/Update Lead

Create Lead

Updates an Opportunity based off of Opportunity ID.

Update Opportunity by ID

Updates an Opportunity based off of a match criteria.

Update Opportunity

Creates or Updates an Opportunity based off of a match criteria.

Create/Update Opportunity

Create Opportunity

Create Project

Updates a Project depending on the match criteria.

Update Project

Creates or Updates a Project depending on the match criteria.

Create/Update Project

Create Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Google Contacts

Triggers when a contact is created or updated.

New or Updated Contact

New Group

New Contact

Finds a contact by name, email, or phone number.

Find Contact

Find or Create Contact

Add Contact to Groups

Create Contact

Update Contact

Create Group

Uploads a profile photo to an existing contact.

Upload Contact Photo

Send new Copper contacts to Google Contacts

Want an easy way to add new leads to your Copper CRM? This integration will let your Wufoo form automatically send new entries to Copper.

Wufoo is an easy way to create and manage HTML forms.

Wufoo

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

New Entry

Triggers when someone fills out your form.

New Subscription Entry

Find a form submission by a field and its value.

Find a Submission

Creates a new entry in Wufoo for a form and data you select (except not files).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select.

Create Entry

Create New Copper Leads From Wufoo Forms

If you're trying to centralize all your contacts on Copper, this workflow automation is the glue to tie all those details together. This Facebook Lead Ads-Copper integration will automatically create a new person on Copper for every new lead detected on Facebook.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

Add people to Copper from new Facebook Lead Ads leads

Are you reacting to all those newly captured leads fast enough? Gain a little speed with this Google Sheets-Copper integration. It will watch your chosen Google Sheet once active, triggering automatically whenever a new row is created and sending the information to Copper so a new lead can be added to the system and you can start chasing them down.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Create Copper leads from new rows on Google Sheets

Feeling overwhelmed by the amount of new submissions coming in through Gravity Forms? No matter how fast they're happening, we can handle it. Just set up this Gravity Forms Copper integration and sit back, as new submissions received on Gravity Forms trigger the automation, sending their data to Copper where a new lead will be created for each, ensuring the information is always accurate and at your fingertips.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Copper: App spotlight

How this app lets you build enduring business relationships

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