Salesflare Salesflare Integrations

Copper and Salesflare

CRM (Customer Relationship Management) copper.com ↗

How to connect Copper

What you can automate

  • When new Company in Copper, find or create account in Salesflare.
  • When new Person in Copper, find or create contact in Salesflare.
  • When new Opportunity in Copper, create opportunity in Salesflare.
  • When new Lead in Copper, find or create contact in Salesflare.
  • When new Task in Copper, create task in Salesflare.
  • When updated Company in Copper, find or create account in Salesflare.

About Copper

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

Copper operations on Zapier

Triggers (17)

Start a workflow when this happens

  • New Activity — Triggers when a new activity is created.
  • New Company — Triggers when a new Company is created in Copper.
  • New Lead — Triggers when a Lead is created in Copper.
  • New Opportunity — Triggers when an Opportunity is created in Copper.
  • New Person — Triggers when a new Person is created in Copper.
Show 12 more triggers
  • New Project — Triggers when a new Project is created in Copper.
  • New Task — Triggers when a new Task is created in Copper.
  • Updated Company — Triggers when a Person's Company is changed.
  • Updated Contact Type — Triggers when a Person's Contact Type is changed.
  • Updated Lead — Triggers when a Lead is changed.
  • Updated Lead Status — Triggers when a Lead's status is changed.
  • Updated Opportunity — Triggers when an Opportunity is changed.
  • Updated Opportunity Stage — Triggers when an Opportunity's stage is changed.
  • Updated Opportunity Status — Triggers when an Opportunity's status is changed.
  • Updated Person — Triggers when a Person is changed.
  • Updated Project — Triggers when a Project is changed.
  • Updated Task — Triggers when a Task is changed.

Actions (25)

Things Salesflare can make it do

  • Associate to Project — 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.
  • Create Activity — Logs a new Activity on a Person, Company, Opportunity, or Lead.
  • Create Company — Creates a new Company.
  • Create Lead — Creates a new Lead.
  • Create Opportunity — Creates a new Opportunity.
Show 20 more actions
  • Create Person — Creates a new Person.
  • Create Project — Creates a new Project.
  • Create Task — Creates a new Task.
  • Create/Update Company — Creates or Updates a Company depending on the match criteria.
  • Create/Update Lead — Creates or Updates a Lead depending on the match criteria.
  • Create/Update Opportunity — Creates or Updates an Opportunity based off of a match criteria.
  • Create/Update Person — Creates or Updates a Person depending on the match criteria.
  • Create/Update Project — Creates or Updates a Project depending on the match criteria.
  • Search for a Company (or create) — Searches an existing company in Copper.
  • Search for a Lead (or create) — Searches an existing lead in Copper.
  • Search for a Opportunity (or create) — Searches an existing opportunity in Copper.
  • Search for a Person (or create) — Searches an existing person in Copper.
  • Search for a Project (or create) — Searches an existing project in Copper.
  • Search for an Activity (or create) — Searches an existing activity in Copper.
  • Update Company — Updates a Company depending on the match criteria.
  • Update Lead — Updates a Lead depending on the match criteria.
  • Update Opportunity — Updates an Opportunity based off of a match criteria.
  • Update Opportunity by ID — Updates an Opportunity based off of Opportunity ID.
  • Update Person — Updates a Person depending on the match criteria.
  • Update Project — Updates a Project depending on the match criteria.

Searches (6)

Look up existing records

  • Search for a Company — Searches for an existing company in Copper.
  • Search for a Lead — Searches for an existing lead in Copper.
  • Search for a Opportunity — Searches for an existing opportunity in Copper.
  • Search for a Person — Searches for an existing person in Copper.
  • Search for a Project — Searches for an existing project in Copper.
Show 1 more searches
  • Search for an Activity — Searches for an existing activity in Copper.

Copper operations on Make

Triggers (7)

Start a workflow when this happens

  • Listen for Activity Events — Receives notifications about activity creation/deletion/update.
  • Listen for Company Events — Receives notifications about company creation/deletion/update.
  • Listen for Lead Events — Receives notifications about lead creation/deletion/update.
  • Listen for Opportunity Events — Receives notifications about opportunity creation/deletion/update.
  • Listen for Person Events — Receives notifications about person creation/deletion/update.
Show 2 more triggers
  • Listen for Project Events — Receives notifications about project creation/deletion/update.
  • Listen for Task Events — Receives notifications about task creation/deletion/update.

Actions (34)

Things Salesflare can make it do

  • Convert Lead — Converts a selected lead to a person in the system (optionally assigns company and opportunity).
  • Create Activity — Creates a new activity.
  • Create Company — Creates a new company.
  • Create Connection — Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
  • Create Lead — Creates a new lead.
Show 29 more actions
  • Create Opportunity — Creates a new opportunity.
  • Create Person — Creates a new person.
  • Create Project — Creates a new project.
  • Create Task — Creates a new task.
  • Get Activity — Gets details for a selected activity ID.
  • Get Company — Gets details for a selected company ID.
  • Get Lead — Gets details for a selected lead ID.
  • Get Opportunity — Gets details for a selected opportunity ID.
  • Get Person — Gets details for a selected person ID.
  • Get Project — Gets details for a selected project ID.
  • Get Task — Gets details for a selected task ID.
  • Get User — Gets details for a selected user ID.
  • Relate Items — Relates People and Opportunities to each other. \n\n
  • Relate Items (Advanced) — Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.
  • Remove Activity — Removes the activity with a given ID.
  • Remove Company — Removes the company with a given ID.
  • Remove Lead — Removes the lead with a given ID.
  • Remove Opportunity — Removes the opportunity with a given ID.
  • Remove Opportunity from Person — Removes a related opportunity from a person.
  • Remove Person — Removes the person with a selected ID.
  • Remove Project — Removes the project with a selected ID.
  • Remove Task — Removes the task with a selected ID.
  • Remove Webhook Subscription — Removes the webhook subscription with a selected ID.
  • Update Company — Updates a selected company.
  • Update Lead — Updates a selected lead.
  • Update Opportunity — Updates a selected opportunity.
  • Update Person — Updates a selected person.
  • Update Project — Updates a selected project.
  • Update Task — Updates a selected task.

Searches (13)

Look up existing records

  • List Activities — Lists all activities related to a connected account.
  • List Companies — Lists all companies related to a connected account.
  • List Company's Activities — Lists all activities for a selected company.
  • List Lead's Activities — Lists all activities related to a connected account.
  • List Leads — Lists all leads related to a connected account.
Show 8 more searches
  • List Opportunities — Lists all opportunities related to a connected account.
  • List People — Lists all people related to a connected account.
  • List Person's Activities — Lists all activities of a selected person.
  • List Projects — Lists all projects related to a connected account.
  • List Tasks — Lists all tasks related to a connected account.
  • List Users — Lists all users related to a connected account.
  • View Opportunities Related to Person — Shows all opportunities related to the person with a selected ID.
  • View Records Related to Person — Shows all records related to the person with a selected ID.

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