An automated workflow using integromat
Connects Copper + Pipefy
Create Pipefy cards from new Copper leads
About this workflow template
This automation scenario allows you to connect Copper and Pipefy
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 Pipefy can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Copper
Listen for Lead Events in Copper
Receives notifications about lead creation/deletion/update.
Then these actions happen in Pipefy and Pipefy
Get Lead in Copper
Gets details for a selected lead ID.
Create a Card in Pipefy
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipefy cards from new Copper leads.
Part I
Configure Applications
First, we need to connect Copper and Pipefy 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 Pipefy to Make.com.
Give Make.com access to your Pipefy account, using Pipefy 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 Lead Events (Receives notifications about lead creation/deletion/update.).
Then set up an Action for Copper
Choose this action: Get Lead (Gets details for a selected lead ID.).
Then set up another Action for Pipefy
Choose this action: Create a Card (Creates a new card.).
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 Pipefy.
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 Create Pipefy cards from new Copper leads!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a Lead is created in Copper.
triggerbyzapierpabbly-connectalbatoNew person
Triggers when a new Person is created in Copper.
triggerbyzapierpabbly-connectalbatoNew opportunity
Triggers when an Opportunity is created in Copper.
triggerbyzapierpabbly-connectUpdated opportunity stage
Triggers when an Opportunity's stage is changed.
triggerbyzapierListen for lead events
Receives notifications about lead creation/deletion/update.
triggerbyintegromatUpdated opportunity status
Triggers when an Opportunity's status is changed.
triggerbyzapier
Create card
Create a card on a pipe.
actionbyzapierintegratelypipedreampabbly-connectalbatoUpdate card field
Update a card field value.
actionbyzapierintegratelypipedreamDelete card
Delete an existing Card.
actionbyzapierautomateiopabbly-connectpipedreamCreate pipe
Create pipe
actionbypipedreamCreate table record
Create table record
actionbypipedreamGet all cards
Get all cards
actionbypipedream
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
Pipefy is the ultimate workflow and process management software, empowering businesses of all sizes and types to streamline and automate processes, saving time and ensuring efficient execution. With its intuitive interface and versatile features, Pipefy is the go-to choice for over 50k professionals seeking process improvement and digital transformation.
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.
