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.

Do everything in one place

Customize your Copper integration with the following triggers and actions.

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

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

Market leaders run on Workato

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.