Copper and OkoCrm automations

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

115 scenarios

A new contact — instantly a card on your task board
Move tasks from Copper to okoCrm
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Data shaped to the table format — prepared automatically before writing
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
CRM deals into a sheet — a pipeline snapshot
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Which channel brings deals — a per-source breakdown in okoCrm
Meeting notes turned into tasks and a summary
A task and an alert on every deal move in your CRM
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Form feedback turned into tasks across your trackers
Inbound leads scored, with alerts and draft replies for the hot ones
A morning task plan from Copper to okoCrm
CRM company and task from a form submission
Onboarding a hire from a form: chats, a task and access
Win back abandoned Shopify carts by email and in CRM
Customer-feedback triage with tickets — automatically
Monitoring your sites' certificate expiry
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
An idea from your notes into a ready plan to approve
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Bug reports turned into proper tickets
Resumes from a folder into a candidate card and a hiring task
Client onboarding from a single form: folder, contact, channel, tasks
Urgent tickets become tasks and an instant team alert
Topic legislation tracker with tasks
Team-capacity tracking with over-allocation alerts
Customer escalations found automatically and routed to the team
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Hiring spikes at your accounts — straight to team chat
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
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
Critical bugs from testing escalated straight to tickets and engineering chat
Morning briefs for your meetings — who and where from
Stock sentiment from social media — into tasks and alerts
A daily access check: two-factor and stale keys
Client renewal reminders — ahead of time
Meeting attendance: a log, the late list and a summary in your chat
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Cold outreach with auto follow-ups and CRM tracking
A daily launch digest — with a task for each notable one
Enrich leads and get alerts on strong ones
Collect client reviews and summarize them to chat automatically
A daily numbers summary — to chat and email
Failed-login detection with tickets and alerts
Error-log watch with automatic tickets
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Incident response — ticket, alert, and report in seconds
Tasks and a recap email after a meeting — from one yes
Turn security-scanner findings into tasks — no duplicates
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Catch churning customers early: record updated, task created, team alerted
Campaign and deal analytics — in one table
Invoices from email into accounting, with approval
Client onboarding from a single form: project, tasks, contract, channel
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into Copper
Reorder recommendations from your stock table — automatically
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Automatic scenario check with an error report
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Customer feedback sorted into themes, tasks and a weekly report
Lead gathering and drafted emails for approval, sending the approved