Copper + Instantly Integration

Connect Copper to Instantly - Automate your workflows in 1-click

Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Copper & Instantly using Integrately.

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Ready Workflows For Copper + Instantly Integration

Just click on the workflow you want to automate

When Person is created in Copper > Check condition > Update lead status in Instantly

Copper + Instantly Integration

Activate

When Lead is created in Copper > Check condition > Update lead status in Instantly

Copper + Instantly Integration

Activate

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Create Your Own Copper & Instantly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Copper
Triggers the automation when a new lead is created
Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
Instant
Person is created in Copper
Triggers the automation when a new person is created
Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
Instant
Activity is created in Copper
Triggers the automation when a new activity is created
Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
Instant
Company is created in Copper
Triggers the automation when a new company is created
Instant
Task is created in Copper
Triggers the automation when a new task is created
Instant
Task is updated in Copper
Triggers the automation when any task is modified
Instant
Project is created in Copper
Triggers the automation when a new project is created
Instant
Project is updated in Copper
Triggers the automation when any project is changed
Instant
Email is sent in Instantly
Triggers the automation when an email is sent
Instant
Campaign is completed in Instantly
Triggers the automation when a campaign is completed
Instant
Email is bounced in Instantly
Triggers the automation when an email bounces
Instant
Reply is received in Instantly
Triggers the automation when a reply is received
Instant

Create lead in Copper
Generates new leads for potential customers
Update lead in Copper
Updates the lead information
Search lead in Copper
Retrieves information for a particular lead
Create person in Copper
Generates a new person
Update person in Copper
Updates the information of a person
Search person in Copper
Retrieves information about a person
Create activity in Copper
Generates a new activity or task
Create task in Copper
Creates a new task
Search opportunity in Copper
Searches for a opportunity
Create opportunity in Copper
Creates a new instance of the support system
Update opportunity in Copper
Updates the opportunity details as needed
Search company in Copper
Finds information about a company
Create company in Copper
Generates a new company profile with given details
Update company in Copper
Updates company information
Create project in Copper
Creates a new project
Update project in Copper
Updates project information
Search project in Copper
Searches for a project
Update lead status in Instantly
Remove tag from campaign in Instantly
Remove tag from contact in Instantly
Remove lead from campaign in Instantly
Automatically removes a lead from a campaign
Add lead to campaign in Instantly
Automatically adds a lead to a campaign
Add tag to campaign in Instantly
Automatically adds a tag to a campaign
Add tag to account in Instantly
Automatically adds a tag to an account
Delete tag in Instantly
Automatically deletes a tag
Create tag in Instantly
Automatically creates a new tag

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Integrate Copper & Instantly In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Copper or Instantly With 1200+ Other Apps

Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.

See Copper Integrations

Instantly automates cold email outreach, helping you scale your campaigns and generate leads effortlessly. Boost your outreach efficiency with Instantly’s AI-powered platform.

See Instantly Integrations