Integrate Gmail with Copper CRM
Appy Pie Connect allows you to automate multiple workflows between Gmail and Copper CRM
- No code
- No Credit Card
- Lightning Fast Setup
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
About Copper CRM
Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
Copper CRM IntegrationsBest ways to Integrate Gmail + Copper CRM
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Gmail + Copper CRM
Create Update Company to Copper CRM from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Update Company
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Gmail + Copper CRM
Update Company in Copper CRM when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Update Company
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Gmail + Copper CRM
Create Update Opportunity to Copper CRM from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Update Opportunity
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Gmail + Copper CRM
Update Opportunity in Copper CRM when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Update Opportunity
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Gmail + Copper CRM
Create Update Person to Copper CRM from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Update Person
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Gmail + Copper CRM without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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New Company
Triggers when a new company is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Person
Triggers when a new person is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Updated Company
Triggers when a existing company is updated.
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Updated Opportunity
Triggers when a existing opportunity is updated.
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Updated Person
Triggers when a existing person is updated.
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Updated Project
Triggers when a existing project is updated.
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Updated Task
Triggers when an existing task is updated.
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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
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Associate to Project
Relate an existing project to a Copper CRM object.
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Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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Create Company
Creates a new company.
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Create Opportunity
Creates a new Opportunity.
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Create Person
Creates a Person
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Update Company
Creates or Updates a company based on matching criteria.
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Create Update Opportunity
Creates or updates an opportunity depending on matching criteria.
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Create Update Person
Creates or Updates person depending on match criteria.
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Create Update Project
Creates or Updates Project depending on match criteria.
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Update Company
Updates a company depending on the matching criteria.
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Update Opportunity
Updates an opportunity depending on the match criteria.
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Update Person
Updates a person depending on the match criteria.
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Update Project
Updates a project depending on the match criteria.
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How Gmail & Copper CRM Integrations Work
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Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Copper CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Gmail to Copper CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
