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Copper + Crelate

Copper + Crelate

Copper + Crelate integrations

Create new Crelate companies from Copper leads

Effortlessly manage your leads and streamline your sales process with this Copper-to-Crelate automation. When you add a new lead in Copper, this workflow will create a company in Crelate for you. Keep your contacts organized and improve your sales team's efficiency, all while saving valuable time.

When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstant
automatically do this!
Create CompanyCreates a new company.
ActionWrite

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More things you can do with Copper and Crelate

Discover other triggers and actions you can use with Copper and Crelate

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
- Name
  Required
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Name
  Required
- Job Title
- Company
- External Id
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Task
  Required
- External ID
- Scheduled for
- Announced
- Pinned
- Add Task to
Action
Write
- Contact
  Required
- First Name
- Middle Name
- Last Name
- Salutation
- External ID
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- Type
  Required
- Replace Tags
  Required
- Tags
  Required
Action
Write
- Crelate ID
- Email Address
- External Primary Key
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
- First Name
  Required
- Middle Name
- Last Name
- Salutation
- External Id
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- Entity Type
  Required
- Body
  Required
- Announced
- Pinned
Action
Write
- Company
  Required
- Name
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Job
  Required
- Name
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Crelate ID
- Name
- External Primary Key
Action
Search
- Crelate ID
- Job Name
- External Primary Key
Action
Search

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment

Related Zap Templates

Create new Crelate companies from newly added Copper companies

Related Zap Templates

Create new Crelate companies from newly added Copper companies