Google Sheets integration with Copper
How to Update Copper opportunities from new Google Sheets rows
Keep your sales pipeline updated with this seamless workflow between Google Sheets and Copper. When a new row is added to your spreadsheet, this automation will instantly update an opportunity in Copper by its ID. Save time and stay organized by managing your sales data directly from your spreadsheet, ensuring that your team stays on top of their tasks and progresses smoothly through the pipeline.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Copper opportunities from new Google Sheets rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Copper integrations
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.
Keep your sales pipeline updated with this seamless workflow between Google Sheets and Copper. When a new row is added to your spreadsheet, this automation will instan...
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.
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.