How this automation works
Email a Copper contact's details to yourself with Gmail. When you press the Button widget, the Applet asks Copper for the person matching the email you configure and sends their contact info in an email via Gmail. Great for quickly retrieving lead or client info on the go — sends PersonName, PersonEmail, PersonPhone, CompanyName, and Title from Copper to Gmail.
Trigger ingredients
Query ingredients
Action fields
Services used in this Applet
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Create your own workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
14 triggers, queries, and actions
Button press
New lead created
New opportunity created
New person created
Opportunity close date approaching
Opportunity status changed
Create a lead
Create a person
Create a task
Create an opportunity
Send an email
Send yourself an email
Button press
Create a lead
Create a person
Create a task
Create an opportunity
New lead created
New opportunity created
New person created
Opportunity close date approaching
Opportunity status changed
Build an automation in seconds!
You can add delays, queries, and more actions in the chat.
More on these services
About Gmail
Connect Gmail to send emails to yourself and others.
The use of information received from Google Workspace scopes will adhere to the Google User Data Policy, including the Limited Use requirements.
Connect Gmail to send emails to yourself and others.
The use of information received from Google Workspace scopes will adhere to the Google User Data Policy, including the Limited Use requirements.
About Button widget
Make buttons and control other services with a single tap. This service creates widgets that you can use from the home screen of your Android or iOS device.
Make buttons and control other services with a single tap. This service creates widgets that you can use from the home screen of your Android or iOS device.
About Copper
Copper is a customer relationship management platform built for service businesses that run on relationships. It brings contacts, sales pipelines, project delivery, email, tasks, and reporting into one place so teams stop switching between tools, and it works natively inside Google Workspace, living alongside Gmail, Calendar, and Drive. Visit copper.com.
Copper is a customer relationship management platform built for service businesses that run on relationships. It brings contacts, sales pipelines, project delivery, email, tasks, and reporting into one place so teams stop switching between tools, and it works natively inside Google Workspace, living alongside Gmail, Calendar, and Drive. Visit copper.com.
