An automated workflow using integromat
Connects Google Sheets + Copper
Create leads on Copper for new rows on Google Sheets
About this workflow template
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:
Diagram
How it works?
When this trigger fires in Google Sheets
Watch New Rows in Google Sheets
Triggers when a new row is added.
Then this action happens in Copper
Create Lead in Copper
Creates a new lead.
How to set up this workflow
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
Configure Applications
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
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 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
Test and Publish
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!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
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
Google Sheets
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.
