Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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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.

Streamline your Copper integrations

  • Need to connect your product to Copper?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
    Learn more
  • Build powerful workflows, fast

    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

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Streamline your Copper integrations

    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.

    Let’s start automating

    Schedule a Demo