Why you should automate with Copper
Align sales and marketing
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
Follow up with leadsEnrich 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.
When this happens…
- New/updated recordNew/updated record in Copper
Any other trigger you can think up
- Create recordCreate record in Copper
- Custom actionCustom action in Copper
- Delete recordDelete record in Copper
- Get record detailsGet details of specific record in Copper
- Search recordsSearch for records in Copper
- Update recordUpdate record in Copper
- Upsert recordUpsert 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
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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.