Copper and Gmail automations

Ready-made scenarios where Copper and Gmail work for you: pick one — a copy appears in your account and runs on its own.

137 scenarios

Emails in Gmail turn into Copper tasks
Emails from Gmail become tasks in Copper
New emails from Gmail become tasks in Copper
Flagged emails turned into tasks
Emails from Gmail become tasks in Copper
Starred Gmail emails become Copper tasks
Emails from Gmail turn into tasks in Copper
Labeled emails from Gmail become tasks in Copper
Emails from Gmail turn into tasks in Copper
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
A morning digest: email, news and tasks in one message
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
An email of tasks into a ticket with subtasks
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Never miss an invoice payment — auto reminders from your inbox
Triaged support: replies and bug tickets
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Copper tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Release notes — ready the moment a version ships
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
A follow-up email after a canceled meeting — automatically
Store lead emails turned into CRM contacts and deals automatically
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Data-load failure monitoring with tasks and alerts
Open-house visitors into your CRM and into an email, right after the visit
A daily sprint and time-tracking report, by email
Client onboarding from a single form: folder, contact, channel, tasks
Urgent emails from key clients, turned straight into tasks
Properties with owner contacts — daily to your CRM and email
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Requests routed to the right team — sorted automatically
Smart support triage with Copper
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Smart lead routing to reps — instant, with no manual assignment
A brief on the counterpart's company before a call
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Instant, personal outreach to every new lead
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Copper
Automatic follow-ups on stalled deals
A daily launch digest — with a task for each notable one
CRM data quality audit, delivered to your inbox
A daily numbers summary — to chat and email
Turn website chat into qualified leads in your CRM
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Alerts for customers losing interest: to the rep, into a task, and by email
Meeting prep that arrives on its own — contact, deals, company and talking points
A competitor cheat sheet right in the Copper deal card
CRM deals synced to a sheet, with a daily email summary
Welcome new clients and assign managers — right after the deal closes
Deal contacts — discovered and enriched automatically
Re-engaging quiet clients — weekly, without manual tracking
Tasks and a recap email after a meeting — from one yes
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
Client onboarding from a single form: project, tasks, contract, channel
A personal assistant in your messenger: email, calendar and tasks by voice
Route change requests by the rules — no manual triage