Copper
Customer relationship management (CRM) platform designed to help teams manage leads, contacts, and sales pipelines. Provides pipeline tracking, activity logging, and workflow automation with native integrations to Google Workspace tools such as Gmail and Google Calendar.
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Actions
convertLeadConverts a lead into a person (optionally with company/opportunity).createActivityLogs an activity related to CRM entities.createCompanyAdds a new company.createLeadAdds a new lead.createOpportunityAdds a new opportunity.createPersonAdds a new person/contact.createProjectAdds a new project.createTaskAdds a new task under a person, lead, or opportunity.custom_api_callMake a custom API call to a specific endpointsearchForACompanyLookup a company.searchForALeadLookup a lead using match criteria.searchForAnActivityFind an existing activity by type/criteria.searchForAnOpportunityLookup an opportunity.searchForAPersonLookup a person using match criteria.searchForAProjectLookup a project.updateCompanyUpdates a company record.updateLeadUpdates an existing lead.updateOpportunityUpdates an opportunity using match criteria.updatePersonUpdates a person based on matching criteria.updateProjectUpdates a project record.Triggers
newActivityTriggers when a new activity is loggednewLeadTriggers when a new lead is created.newPersonTriggers when a new person/contact is created.newTaskTriggers when a new task is created.updatedLeadTriggers when a lead is modified.updatedLeadStatusTriggers when the status of a lead changes.updatedOpportunityTriggers when an opportunity changes.updatedOpportunityStageTriggers when an opportunity stage changesupdatedOpportunityStatusTriggers when an opportunity's status changes.updatedProjectTriggers when a project is updated.updatedTaskTriggers when a task is updated.Over 300 Integrations
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