Hero background
No-code automationYour No-code and AI Automation Partner

Automate Copper API Workflows with Make.com, n8n and Zapier

Integrate Copper CRM with automation platforms to streamline lead management, improve customer interactions, and drive sales productivity. Automate beyond Copper's native capabilities and enhance business performance.

When a Lead is Created
Solution
1. Automate Lead Assignment

Assign new leads to sales reps instantly.

Perform a Data Sync
Solution
2. Sync Copper Data with Sheets

Easily update and retrieve data in spreadsheets.

When an Email is Received
Solution
3. Create Opportunities in Copper

Automatically generate opportunities from emails.

Perform Follow-up Emails
Solution
4. Automate Post-Meeting Follow-ups

Send scheduled follow-up emails after meetings.

Update a Contact
Solution
5. Sync Contact Updates Across Platforms

Ensure contact info is current across systems.

- Repeat -

Automation Benefits

Benefits of Automating Copper

Explore the top benefits of enhancing your CRM with Copper automation, focusing on overcoming common challenges and improving business outcomes.

Streamlined Lead Management

Automate lead assignments and reduce manual tasks.

Improved Data Accuracy

Ensure that CRM data is consistently updated and precise.

Enhanced Customer Insights

Gain better customer insights through integrated data analysis.

Time Efficiency

Save valuable time through automated workflows and processes.

Scalability

Easily scale operations without increasing headcount.

Increased Revenue

Drive more sales with faster lead response times.

Features

Key Features for CRM Automation

Enhance Copper CRM through crucial features that automation platforms offer, focusing on improving workflow efficiency and customer relationship management.

  • 1
    Automated Lead Distribution

    Ensure every lead is promptly assigned to the right sales rep.

  • 2
    Seamless Data Integration

    Keep your data synchronized across CRM and spreadsheet applications.

  • 3
    Efficient Email Workflows

    Send automated follow-up emails to enhance lead engagement.

Feature

Outcomes

Achieve Greater Business Outcomes

By automating Copper, businesses can expect significant improvements in their CRM operations, leading to enhanced sales performance and customer satisfaction.

30%
Increase in Lead Conversion Rate
50%
Reduction in Manual Data Entry Time
40%
Improvement in Customer Engagement
FAQ

Common Queries on Copper Automation

Address your concerns and explore the possibilities of extending Copper's functionality through automation.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required