Copper and SMSC.ru automations

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

157 scenarios

Website check for new HubSpot companies
Website leads greeted — email, CRM, team alert
Incident alerts — to everyone, everywhere at once
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
An instant personal reply to every new lead
A form request — a tracker task and a team alert
Form leads straight into the CRM
A daily birthday reminder to your messenger
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
New deals routed automatically — to the team, table, and slides
The sprint report — it goes out to stakeholders on its own
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
Meeting notes turned into tasks and a summary
Which channel brings deals — a per-source breakdown in smscRu
Automatic bug triage: priority, ticket, team alert
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
A morning task plan from Copper to smscRu
Onboarding a hire from a form: chats, a task and access
A prospect list with contacts — automatically
Customer-feedback triage with tickets — automatically
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Incoming messages routed to the right team
Requests from Notion — into Copper tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Lead verification and CRM sync — straight from a JotForm form
A morning briefing of today's tasks in your chat
Time-based invoices and missing-hours reminders in one run
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Release notes — ready the moment a version ships
Stuck tickets, followed up automatically
A follow-up email after a canceled meeting — automatically
Deal-matched materials — sent automatically by CRM stage
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
A daily sprint and time-tracking report, by email
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Sales cycle analysis and recommendations — automatic
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
Requests routed to the right team — sorted automatically
High-value lead alerts — to chat, sheet and calendar
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Hiring spikes at your accounts — straight to team chat
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Smart support triage with Copper
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
Payment dispute alerts with automatic task creation
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel
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
A daily access check: two-factor and stale keys
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Error-log watch with automatic tickets
CRM data quality audit, delivered to your inbox
Ticket triage and escalation with response-time control
Enrich leads and get alerts on strong ones
Jira epic health tracking with risk alerts
Collect client reviews and summarize them to chat automatically
Automatic lead qualification in Copper
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
A client deck built from a call recording — automatically
A daily numbers summary — to chat and email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
A brief on the person and their company before a call