Copper integrations
Use Nekton to connect Copper with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Copper integrations with Nekton
Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Nekton to automatically create and update leads in Copper whenever one of your online forms is updated. Nekton can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities.
Create automations that integrate Copper with other services
Nekton AI can integrate Copper with many online apps and tools.
Here are some popular integrations you can try to automate your Copper workflows:
Copper actions
Nekton can use any feature that is available in Copper API.
Using our advanced AI, you can easily create custom automations for Copper.
Here are some typical actions you can do in your automated workflows.
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 Flows, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Update Person
Updates a Person depending on the match criteria.
Create Person
Creates a new Person.
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Create Project
Creates a new Project.
Create/Update Project
Creates or Updates a Project depending on the match criteria.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Search for an Activity
Searches for an existing activity in Copper.
Search for a Person
Searches for an existing person in Copper.
Search for a Lead
Searches for an existing lead in Copper.
Search for an Activity (or create)
Searches an existing activity in Copper.
Search for a Person (or create)
Searches an existing person in Copper.
Search for a Lead (or create)
Searches an existing lead in Copper.
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Update Company
Updates a Company depending on the match criteria.
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.