New leads in Copper — Updating deals in Copper

The scenario catches new leads in Copper and updates deals in Copper. Runs on its own, no manual copying.

  • Every new client from Copper updates the linked deal in Copper.
  • The client-deal tie doesn't break.
  • No manually reconciling and updating deals.
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How it works

To pass leads from Copper to automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Pipedrive
  3. Then: Pipedrive 2

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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