Google Sheets
Copper
zapier

An automated workflow using zapier

Connects Google Sheets + Copper

Create Copper leads from 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 Zapier, a no-code workflow automation tool. Zapier 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 zapier:

Diagram

Create Copper leads from new rows on Google Sheets
Workflow diagram: Google Sheets + Copper integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New Spreadsheet Row in Google Sheets

Triggers when a new row is added to the bottom of a spreadsheet.

Then this action happens in Copper

Copper

Create/Update Lead in Copper

Creates or Updates a Lead depending on the match criteria.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Copper leads from new rows on Google Sheets.

Part I

Configure Applications

First, we need to connect Google Sheets and Copper to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

  • Connect Copper to Zapier.

    Connect Copper to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for Google Sheets

    Set up a Trigger action for Google Sheets

    Choose the following trigger: New Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).

  • Then set up an Action for Copper

    Then set up an Action for Copper

    Choose this action: Create/Update Lead (Creates or Updates a Lead depending on the match criteria.).

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 Google Sheets and Copper.

  • 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 Create Copper leads from new rows on Google Sheets!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • 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

Google Sheets

Google Sheets

Spreadsheets

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

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.