This automation scenario allows you to connect Google Sheets and Copper
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
Google Sheets and Copper can also be integrated using automation tools other than integromat:
When this trigger fires in Google Sheets
Triggers when a new row is added.
Then this action happens in Copper
Creates a new lead.
This guide contains information on how to set up an automatic workflow that allows to Create leads on Copper for new rows on Google Sheets.
Part I
First, we need to connect Google Sheets and Copper to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Connect Copper to Make.com.
Give Make.com access to your Copper account, using Copper credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Google Sheets
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
Then set up an Action for Copper
Choose this action: Create Lead (Creates a new lead.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Copper.
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 leads on Copper for new rows on Google Sheets!
Triggered when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a new Lead.
Creates or Updates a Lead depending on the match criteria.
Creates a new Person.
Creates or Updates a Person depending on the match criteria.
Gets details for a selected lead ID.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
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
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.