4.9

Copper integrations and automations

Why you should automate with Copper

Align sales and marketing
  • Align sales and marketing
  • Streamline order to cash
  • Centralize your databases
  • Improve customer support

  • Why these integrations and automations matter:

    Don’t lose out on valuable sales and marketing data that can inform outreach. Use Workato integrations to share data across teams and increase conversion rates.

  • Sync lead data

    Sync new leads in Copper from apps like Marketo or HubSpot. With Workato, it’s also easy to sync custom objects and engagement data that would otherwise be lost. Automatically enrich leads with tools like Clearbit and ZoomInfo.

  • Follow up with leads

    Enrich leads and send that information to sales in real-time using communication tools like Slack or Microsoft Teams. Route leads between platforms based on location, company size, or any other lead attribute. Workato integrations also let you add a button within Slack to disqualify or short-list leads.

Do everything in one place

Customize your Copper integration with the following triggers and actions.

Triggers

When this happens…

Copper
  • New/updated record
    New/updated record in Copper

    • Any other trigger you can think up

Actions

Do this…

Copper
  • Create record
    Create record in Copper
  • Custom action
    Custom action in Copper
  • Delete record
    Delete record in Copper
  • Get record details
    Get details of specific record in Copper
  • Search records
    Search for records in Copper
  • Update record
    Update record in Copper
  • Upsert record
    Upsert record in Copper

    • Any other action you can think up

Let us tailor your Copper integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Connect Copper with over 1000+ apps

Related Solutions & Content

About Copper Integrations

Copper is a CRM that helps you effectively manage your leads and better serve your customers. This platform gives you a comprehensive look into sales, customer service, marketing, and more. Copper is also the best suited CRM for GSuite and Chrome, so you can work directly out of your inbox.

How you can integrate Copper

  • Communicate across teams, speed up your sales cycle, and effectively close deals.
  • Enhance customer information, personalize AI, and increase engagement.
  • Use chat and CRM data to enhance slides, sheets, or documentation.
  • Integrations

    Microsoft Dynamics CRM Integrations

    Microsoft Dynamics CRM Integrations
  • Integrations

    Copper & Marketo Integrations

    Copper & Marketo Integrations
  • Solution

    Sales Automations.

    Sales Automations.
  • Integrations

    Salesforce Integrations

    Salesforce Integrations
  • Integrations

    Pipedrive Integrations

    Pipedrive Integrations
  • Integrations

    SugarCRM Integrations

    SugarCRM Integrations
  • Integrations

    Raiser's Edge NXT Integrations

    Raiser's Edge NXT Integrations
  • Integrations

    Copper & Netsuite Integrations

    Copper & Netsuite Integrations
  • Integrations

    Copper & Slack Integrations

    Copper & Slack Integrations

Let’s start automating

Schedule a Demo