Copper for Workflows
Streamline Your CRM and Project Management
Copper is an advanced CRM and project management solution designed to help you seamlessly manage leads, contacts, opportunities, and projects—all from one integrated platform. With its powerful suite of actions and triggers, Copper simplifies your agency’s workflow, allowing you to focus on what matters most: growing your business and nurturing client relationships.
CRM + Projects
Smart Automation
Live Updates
Team Sync
Detailed Information
Actions
Efficiently Manage Tasks and Projects
Create, update, retrieve, and delete tasks with ease to keep your team aligned, your work organized, and your project timelines on track.
Seamlessly Handle Projects and Opportunities
Manage your projects from start to finish—create, update, view, or remove projects to maintain a clear and efficient workflow.
Manage Companies and People Effortlessly
Stay on top of client relationships by adding, updating, viewing, or removing companies and contacts from your CRM with complete ease.
Maximize Lead, Person, and Opportunity Management
Capture, update, and track leads, contacts, and opportunities to streamline your sales process and improve conversion outcomes.
Detailed Information
Triggers
Lead Created
Automatically initiate workflows when a new lead is created, ensuring timely follow-ups and communication.
Company Created
Trigger workflows when a new company is added to your system, making it easier to track key accounts.
Person Created
Initiate actions when a new person is created, ensuring quick and efficient onboarding.
Opportunity Created
Kickstart processes when a new opportunity is added, ensuring immediate attention and progress.
Copper for Workflows
Why Choose Copper for Workflows?
Comprehensive CRM Functionality: Manage tasks, projects, leads, and contacts all in one platform.
Automation at Your Fingertips: Streamline workflows with powerful actions and triggers.
Real-Time Updates: Stay updated on all changes, ensuring no opportunity or lead slips through the cracks.
Apps Installation and Integration
Custom Actions
Create Task
Get Task
Update Task
Delete Task
Create Project
Update Project
Get Project
Delete Project
Create Company
Get Company
Update Company
Delete Company
Create Person
Create Activity
Create Opportunity
Create Lead
Update Person
Update Lead
Update Opportunity
Get Opportunity
Get Lead
Get Person
Get Activity
Custom Triggers
Lead Created
Company Created
Person Created
Opportunity Created
Project Created
Task Created
Company Updated
Lead Updated
Opportunity updated
Person Updated
Project Updated
Task Updated
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