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.
Copper and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Copper
Listen for Opportunity Events in Copper
Receives notifications about opportunity creation/deletion/update.
Then these actions happen in Slack and Slack
Get Opportunity in Copper
Gets details for a selected opportunity ID.
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 if you don't have one.
Connect Copper to Make.com.
Give Make.com access to your Copper account, using Copper credentials.
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
Choose the following trigger: Listen for Opportunity Events (Receives notifications about opportunity creation/deletion/update.).
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
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
Configure the data that is exchanged between Copper and Slack.
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!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create lead
Creates a new Lead.
actionbyzapierintegromatintegratelypabbly-connectCreate/update lead
Creates or Updates a Lead depending on the match criteria.
actionbyzapierCreate person
Creates a new Person.
actionbyzapierintegromatintegratelypabbly-connectCreate/update person
Creates or Updates a Person depending on the match criteria.
actionbyzapierGet lead
Gets details for a selected lead ID.
actionbyintegromatCreate activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
actionbyzapierintegromatintegrately
Apps you need
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.
Copper alternatives
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 (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.
