Send a Gmail message when you press the Button widget
How this automation works
Send an email to stakeholders when a Copper opportunity's expected close date is approaching. The Applet runs the set number of days before an open opportunity's expected close date in Copper and sends a Gmail message with the opportunity details. Useful for sales reps and account managers who need timely reminders to follow up before deals close using Copper and Gmail. Note: Customize the message to fit your tone.
If
Trigger ingredients
OpportunityId
OpportunityName
MonetaryValue
CloseDate
Status
CompanyName
DaysBeforeCloseDate
Then
Action fields
to
cc
bcc
subject
body
attachment_url
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Create your own Gmail and Copper 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.
13 triggers, queries, and actions
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new lead is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new opportunity (deal) is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new person (contact) is created in your Copper account.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
Send yourself an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send yourself an email. HTML, images and links are supported.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new lead is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new opportunity (deal) is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new person (contact) is created in your Copper account.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
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If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the chat.
More on Gmail and Copper
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 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.