Copper
Slack
integromat

An automated workflow using integromat

Connects Copper + Slack

Send Slack messages for Copper opportunity status updates

About this workflow template

This automation scenario allows you to connect Copper and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Copper and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for Copper opportunity status updates
Workflow diagram: Copper + Slack integration

How it works?

When this trigger fires in Copper

Copper

Listen for Opportunity Events in Copper

Receives notifications about opportunity creation/deletion/update.

Then these actions happen in Slack and Slack

Copper

Get Opportunity in Copper

Gets details for a selected opportunity ID.

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for Copper opportunity status updates.

Part I

Configure Applications

First, we need to connect Copper and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Copper to Make.com.

    Connect Copper to Make.com.

    Give Make.com access to your Copper account, using Copper credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Copper

    Set up a Trigger action for Copper

    Choose the following trigger: Listen for Opportunity Events (Receives notifications about opportunity creation/deletion/update.).

  • Then set up an Action for Copper

    Then set up an Action for Copper

    Choose this action: Get Opportunity (Gets details for a selected opportunity ID.).

  • Then set up another Action for Slack

    Then set up another Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Copper and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack messages for Copper opportunity status updates!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Copper

    Create lead

    Creates a new Lead.

    zapierintegromatintegratelypabbly-connect
    actionbyzapierintegromatintegratelypabbly-connect
  • Copper

    Create/update lead

    Creates or Updates a Lead depending on the match criteria.

    zapier
    actionbyzapier
  • Copper

    Create person

    Creates a new Person.

    zapierintegromatintegratelypabbly-connect
    actionbyzapierintegromatintegratelypabbly-connect
  • Copper

    Create/update person

    Creates or Updates a Person depending on the match criteria.

    zapier
    actionbyzapier
  • Copper

    Get lead

    Gets details for a selected lead ID.

    integromat
    actionbyintegromat
  • Copper

    Create activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately

Apps you need

Copper

Copper

CRM

A user-friendly CRM solution recommended by Google

Copper is a game-changing productivity CRM that seamlessly integrates with G Suite, allowing you to effortlessly manage leads, deals, and tasks right from your Gmail inbox.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.