Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
CRM (Customer Relationship Management)
Copper
Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
You already live in your Gmail inbox all day, keeping up with the barrage of emails from clients, partners, and those random newsletters you keep forgetting to subscribe from. It may be a noisy place, but hey: it's home. You're used to it.So why not get a CRM that's built for your Gmail inbox? If you need something more than traditional Gmail CRM add-ins offer, Copper (formerly ProsperWorks) is designed around the G Suite experience, while still giving you the power to efficiently track your leads and deals.Read MoreIt all starts in Gmail, where you're already talking to your potential customers and saving their contact info without even thinking about it. When you log into Copper, it shows the people it thinks you should add as a contact, and in one click you can add them to your CRM as a potential lead or ignore them. Emails will automatically show up on their profile, and you can quickly turn them into a lead. Everything's organized with a modern Google-style design, and you can preview most contacts and deal details from the main pages without having to wait for anything to load.But you can also do that without ever leaving Gmail, with the Copper sidebar. There, you'll see a contact pane whenever you select an email that'll show that contact's info from your CRM, including related email conversations, tasks, extra contact info, and more. Or, if they're not already a contact, you can turn their name and email into one quickly, and Copper will fill in the extra details on its own.Then, when it's time to manage those leads and deals and track their progress, you'll want to hop back over to the real Copper dashboard. You've kept it up to date from Gmail; now it's time to put that data to work. You'll see your potential leads and in-progress deals on a kanban-style board, where you can drag-and-drop them into their current sales position. You can log other interactions with contacts, and quickly see how long it's been since you've gotten in touch. And, you can customize your sales pipeline or filter down opportunities to see just what you need at a given time. It's a lead and deal focused CRM that leads a double-life as your helping hand in Gmail, with an interface inspired by Google's Material Design so you'll feel at home in it right away. Copper will help you know more about your contacts while you're getting in touch with them, and still give you the sales tools you need to track your deals. It's simple and handy.Originally published January 29, 2015; updated July 2, 2018 with new screenshots, pricing, and feature details; updated July 23, 2018 with new Copper branding.
Integrations
Get Activity Match Types
Triggers when the Activity Match Types dropdown populates its contents.
Get Activity Types
Triggers when the Activity Types dropdown populates its contents.
Get Company Match Types
Triggers when the Company Match Types dropdown populates its contents.
Get Company Users
Triggers when the Company Users dropdown populates its contents.
Get Contact Match Types
Triggers when the Contact Match Types dropdown populates its contents.
Get Contact Types
Triggers when the Contact Types dropdown populates its contents.
Get Currencies
Triggers when a dynamic dropdown for Currencies is used.
Get Customer Sources
Triggers when a dynamic dropdown for Customer Sources is used.
Get Opportunity Match Types
Triggers when the Opportunity Match Types dropdown populates its contents.
Get Entities
Triggers when we need entities of a given type.
Get Lead Match Types
Triggers when the Lead Match Types dropdown populates its contents.
Get Lead Statuses
Triggers when the Lead Statuses dropdown populates its contents.
Get Opportunity Statuses
Triggers when the Opportunity Statuses dropdown populates its contents.
Get Pipelines
Triggers when the dropdown for a new Opportunity's Pipeline needs its options.
Get Pipeline Stages
Triggers when we need stages for a pipeline.
Get Project Match Types
Triggers when the Project Match Types dropdown populates its contents.
New Activity
Triggers when a new activity is created.
New Company
Triggers when a new Company is created in Copper.
[LEGACY] New Person V1
Triggers when a new Person is created in Copper.
New Person
Triggers when a new Person is created in Copper.
[LEGACY] New Opportunity V1
Triggers when a new opportunity is created.
New Opportunity
Triggers when an Opportunity is created in Copper.
[LEGACY] New Lead V1
Triggers when a new lead is created.
New Lead
Triggers when a Lead is created in Copper.
New Project
Triggers when a new Project is created in Copper.
New Task
Triggers when a new Task is created in Copper.
Updated Company
Triggers when a Person's Company is changed.
[LEGACY] Updated Contact Type V1
Triggers when a Person's Contact Type is changed.
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Updated Person
Triggers when a Person is changed.
Updated Opportunity
Triggers when an Opportunity is changed.
[LEGACY] Updated Opportunity Stage V1
Triggers when an Opportunity moves to a different Stage.
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
[LEGACY] Updated Opportunity Status V1
Triggers when an Opportunity's status is changed.
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
[LEGACY] Updated Lead Status V1
Triggers when a Lead's status is changed.
Updated Lead Status
Triggers when a Lead's status is changed.
Updated Lead
Triggers when a Lead is changed.
Updated Project
Triggers when a Project is changed.
Updated Task
Triggers when a Task is changed.
[LEGACY] Create Activity V1
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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 Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
[LEGACY] Create Company V1
Update Company
Updates a Company depending on the match criteria.
Create/Update Company
Creates or Updates a Company depending on the match criteria.
[LEGACY] Create Person V1
Update Person
Updates a Person depending on the match criteria.
Create/Update Person
Creates or Updates a Person depending on the match criteria.
[LEGACY] Create/Update Person
Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.
Update Lead
Updates a Lead depending on the match criteria.
[LEGACY] Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
[LEGACY] Create Opportunity V1
Creates a new Opportunity.
[LEGACY] Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
Update Opportunity
Updates an Opportunity based off of a match criteria.
[LEGACY] Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Create Opportunity
Creates a new Opportunity.
Update Project
Updates a Project depending on the match criteria.
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Search for an Activity
Searches for an existing activity in Copper.
Search for a Company
Searches for an existing company in Copper.
Search for a Person
Searches for an existing person in Copper.
Search for a Opportunity
Searches for an existing opportunity in Copper.
Search for a Lead
Searches for an existing lead in Copper.
Search for a Project
Searches for an existing project in Copper.
Search for an Activity (or create)
Searches an existing activity in Copper.
Search for a Company (or create)
Searches an existing company in Copper.
Search for a Person (or create)
Searches an existing person in Copper.
Search for a Opportunity (or create)
Searches an existing opportunity in Copper.
Search for a Lead (or create)
Searches an existing lead in Copper.
Search for a Project (or create)
Searches an existing project in Copper.
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