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Sync Copper CRM with Google Workspace

Streamline your sales workflow by automatically syncing emails and calendar events with Copper CRM. Reduce manual data entry errors, improve real-time data availability, and enhance productivity with Zapier automation.

When an Email Received
Solution
1. Trigger New Email Event

Triggered when an email is labeled with a specific Copper project.

Filter Email Content
Solution
2. Filter Email for Sales Keywords

Proceed if email contains sales-related keywords or attachments.

Retrieve Contact Details
Solution
3. Fetch Contact from Copper CRM

Get contact details using the email address.

Create Note in Copper
Solution
4. Log Email Content in Copper

Automatically create a note with email content.

Parse Calendar Invites
Solution
5. Add Events to Google Calendar

Automatically add events from email invites.

Update Project Status
Solution
6. Update Project in Copper

Update project status based on email content.

Send Summary Report
Solution
7. Notify Sales Manager

Send a summary report of key activities.

Archive Email in Gmail
Solution
8. Archive Processed Email

Archive email post-update to maintain a clutter-free inbox.

- Repeat -

Automation Benefits

Automation Benefits

Revolutionize your sales process with these automation benefits.

Improved Data Accuracy

Automate data entry to reduce errors and ensure accurate records.

Enhanced Productivity

Free up time by eliminating manual entry tasks, allowing sales teams to focus on closing deals.

Better Communication

Ensure all team members have access to the latest information for better coordination.

Timely Follow-Ups

Automated reminders and updates ensure no follow-up is missed.

Centralized Information

Keep all sales data organized and accessible in one place.

Scalable Solution

Easily adapt the automation as your sales operations grow.

Features

Automation Features

Enhance your sales operations with these automation features.

  • 1
    Seamless Email Sync

    Automatically sync relevant emails to Copper CRM to ensure no important communication is missed.

  • 2
    Real-Time Calendar Updates

    Automatically add sales-related events from emails to Google Calendar for easy tracking.

  • 3
    Automated Reporting

    Receive daily summaries of sales activities, improving visibility and decision-making.

Feature

Outcomes

Business Outcomes

Unlock significant benefits for your sales team with this automation.

50%
Increased Sales Productivity
90%
Reduction in Data Entry Errors
70%
Faster Response Times

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FAQ

Automation FAQs

Find answers to common questions about automating Copper CRM with Google Workspace.

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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