Copper Make integrationAutomate Copper with Make.

Turns a qualified lead into a person in Copper, and can attach a company and an opportunity along the way, so the prospect moves into your pipeline in one step instead of three manual edits.

Logs an activity on the Copper timeline for you, which keeps the history of a client complete even when the exchange happened outside the CRM, in a form tool or a phone system.

Adds a company record to Copper from data collected elsewhere, which saves your team from retyping account details that already exist in a signup form or an invoicing tool.

Records a custom relationship between two Copper records through connect fields, for links a plain contact card cannot show: a parent and a child company, a referral between two people, a manager, an investor.

Drops a new prospect into Copper as a lead, so contact requests from ads, webinars or landing pages reach the sales team without anyone copying them over.

Opens a deal in your Copper pipeline from outside the CRM, so a quote or a signed proposal becomes a trackable opportunity at once.

Creates a contact directly as a person in Copper, skipping the lead stage for people you already know, such as a new colleague at a client or an attendee you met in person.

Starts a project in Copper so delivery work is tracked in the same place as the sale that produced it.

Adds a to-do in Copper for your team, which turns an event in any app into a clear next step on someone's list.

Fetches the full details of one Copper activity when you already hold its ID, so the next modules can read what was logged rather than a bare reference.

Reads one company record in Copper from its ID and hands every detail to the rest of the scenario, which is handy when a deal or a person only points at the company.

Pulls up a single lead from Copper by its ID, giving later modules the complete prospect record to score, route or copy.

Retrieves one deal with all its details from Copper by ID, useful whenever a later step needs more than the name, such as the details a trigger does not carry.

Loads one contact's record from Copper by ID, so the scenario works with complete details instead of the partial data a trigger or a list may carry.

Opens a single Copper project by its ID and hands its details to the next module, which helps when a task or a trigger mentions the project without describing it.

Reads one Copper task in full from its ID, so a scenario can check its details before deciding what to do next.

Looks up one member of your Copper account by user ID, which turns an owner or assignee reference into a real person you can notify.

Links a person and an opportunity in Copper, so the deal shows who is involved and the contact shows which deals concern them.

Ties any two Copper records together among leads, people, companies, opportunities, projects and tasks, which keeps the CRM connected when records arrive from different tools.

Deletes a logged activity from Copper by its ID, a way to clean timelines filled by an earlier automation or an import that went wrong.

Deletes a company from Copper when you give it the record's ID, useful for clearing duplicates or accounts you no longer keep.

Takes a lead out of Copper by ID, which keeps your prospect list free of spam submissions and test entries.

Deletes a deal from Copper by its ID, useful when a pipeline carries entries that were created twice or by mistake.

Breaks the link between a person and a deal without deleting either of them, so the contact stays in Copper and the deal stays in the pipeline.

Erases a person from Copper using their ID, for example when a contact asks to be forgotten or turns out to be a duplicate.

Removes a project from Copper by ID, handy when a deal falls through and the project opened for it has no reason to exist.

Deletes a Copper task by its ID, which stops reminders that no longer make sense from cluttering your team's lists.

Cancels one webhook subscription in Copper from its ID, the plumbing that lets Copper call an outside address when records change.

Changes an existing company in Copper, so the account card stays current when details are corrected in another system.

Edits a lead already in Copper, for instance to add what you learned about the prospect since the first contact.

Modifies a deal in your Copper pipeline, which lets other tools move it forward without a rep opening the CRM.

Refreshes a contact in Copper with new details, keeping your address book accurate without anyone typing corrections twice.

Edits a Copper project so its details match what happens in your delivery tools.

Modifies a task in Copper, for example to reflect work finished in another tool.

Returns the activities visible to your connected Copper account, each one as a separate bundle, so you can report on calls and notes across the whole team.

Brings back the companies from your Copper account, zero, one or many, ready to check, copy or compare with another tool.

Gathers the activities of one chosen company, giving you its full contact history in a single step instead of scrolling the Copper timeline.

Lists the leads in your Copper account, each as its own bundle, so you can sort, check or sync your prospect pool with another tool.

Collects activities tied to leads, so you can see how much follow-up a prospect received before anyone decides to convert or drop it.

Returns the deals in your Copper account as separate bundles, a starting point for a pipeline report or a sync with a forecasting sheet.

Pulls every person saved in the Copper account behind your connection, so the next modules receive one bundle per contact.

Fetches the activity history of one chosen person in Copper, so a later module can read what already happened with that contact before acting.

Returns all the projects stored in the connected Copper account, one bundle each, giving a delivery team a feed it can push into a planning sheet or a report.

Returns the tasks recorded in the connected Copper account, each task arriving as its own bundle ready to be copied into another tool or counted.

Lists the users of the Copper account linked to Make, which is how a scenario learns who on the team can own a record, a task or an opportunity.

Shows the deals already tied to one person in Copper, so a scenario can tell whether a contact is a fresh prospect or someone with an open opportunity.

Collects every record linked to a chosen person in Copper, which gives the full context around a contact in one step instead of chaining several searches.