Copper + Mailshake Integration

Integrate Copper to Mailshake in one click, or tell Integrately AI how you want each lead handled. Add leads to outreach campaigns, track responses, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
Arrow Right
2.
  • Copper
    Get task by id in Copper
  • Copper
    Update task in Copper
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • Copper
    Search task in Copper
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake

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Ready Workflows Ready Workflows for Copper + Mailshake Integration

Capture leads, add recipients to campaigns, track responses, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Mailshake + Copper Integration

Create Copper task for new Mailshake recipient

Copper and Mailshake are two powerful cloud-based tools that can be used to improve business productivity. Using this Copper - Mailshake integration, you can automatically create task in Copper whenever a new recipient is created in Mailshake.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
Copper + Mailshake Integration

Create Mailshake recipient for new Copper person

If you're using Copper to manage your sales leads, it's important to also use Mailshake to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Copper, a corresponding recipient will automatically be created in Mailshake.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Mailshake + Copper Integration

Create Copper person for new Mailshake recipient

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Copper person and Mailshake recipient can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copper + Mailshake flow

Connect customer data, alert your team, log activities, and trigger downstream tasks after your core integration finishes. Pick a combination and activate it in one click.

Copper
Mailshake
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CalendlyCalendly (3)
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SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
+
NotionNotion (3)
C
C
M
Add every new Calendly booking as a lead in Copper, and add the recipient in Mailshake
New Calendly bookings instantly create a lead in Copper and add the recipient to Mailshake, eliminating manual data entry between your scheduling and outreach tools.
C
C
M
When a Calendly invitee reschedules, update the lead in Copper and pause the recipient in Mailshake
Calendly reschedules automatically update your Copper lead details and pause the recipient in Mailshake to prevent mistimed outreach.
C
C
C
M
Use ChatGPT to extract attendee details from every Calendly booking, create a lead in Copper, and add the recipient in Mailshake
ChatGPT analyses Calendly booking questions, extracts key details, creates a lead in Copper, and adds the recipient to Mailshake automatically.

Supported triggers and actions for Copper and Mailshake

Mix and match to build the exact automation you need

Copper
Copper Triggers & Actions
Instant
Lead is created in Copper
Triggers the automation when a new lead is created
Try it β†’
Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
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Instant
Person is created in Copper
Triggers the automation when a new person is created
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Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
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Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
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Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
Try it β†’
Instant
Activity is created in Copper
Triggers the automation when a new activity is created
Try it β†’
Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
Try it β†’
Instant
Company is created in Copper
Triggers the automation when a new company is created
Try it β†’
Instant
Task is created in Copper
Triggers the automation when a new task is created
Try it β†’
Instant
Task is updated in Copper
Triggers the automation when any task is modified
Try it β†’
Instant
Project is created in Copper
Triggers the automation when a new project is created
Try it β†’
Instant
Project is updated in Copper
Triggers the automation when any project is changed
Try it β†’
Get task by id in Copper
Retrieves a specific task
Try it β†’
Update task in Copper
Try it β†’
Create lead in Copper
Generates new leads for potential customers
Try it β†’
Update lead in Copper
Updates the lead information
Try it β†’
Search lead in Copper
Retrieves information for a particular lead
Try it β†’
Create person in Copper
Generates a new person
Try it β†’
Update person in Copper
Updates the information of a person
Try it β†’
Search person in Copper
Retrieves information about a person
Try it β†’
Create activity in Copper
Generates a new activity or task
Try it β†’
Create task in Copper
Creates a new task
Try it β†’
Search opportunity in Copper
Searches for a opportunity
Try it β†’
Create opportunity in Copper
Creates a new instance of the support system
Try it β†’
Update opportunity in Copper
Updates the opportunity details as needed
Try it β†’
Search company in Copper
Finds information about a company
Try it β†’
Create company in Copper
Generates a new company profile with given details
Try it β†’
Update company in Copper
Updates company information
Try it β†’
Create project in Copper
Creates a new project
Try it β†’
Update project in Copper
Updates project information
Try it β†’
Search project in Copper
Searches for a project
Try it β†’
Search task in Copper
Try it β†’
Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
Try it β†’
Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
Try it β†’
Message is sent in Mailshake
Triggers the automation when a new message is sent
Try it β†’
Mail is opened in Mailshake
Triggers the automation when an email is opened
Try it β†’
Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
Try it β†’
Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
Try it β†’
Lead is created in Mailshake
Triggers the automation when a new lead is created
Try it β†’
Campaign is created in Mailshake
Triggers the automation when a new campaign is created
Try it β†’
Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
Try it β†’
Add recipient by csv in Mailshake
Import multiple recipients from a csv file
Try it β†’
Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
Try it β†’
Pause recipient in Mailshake
Pauses a recipient
Try it β†’
Unpause recipient in Mailshake
Unpauses a recipient
Try it β†’
Create lead in Mailshake
Generates new leads for potential customers
Try it β†’
Update lead status in Mailshake
Updates the status of a lead based on particular criteria
Try it β†’
Unpause campaign in Mailshake
Unpauses a campaign
Try it β†’
Pause campaign in Mailshake
Pauses a campaign
Try it β†’

What can you automate with Copper + Mailshake?

Streamline your sales pipeline and outbound campaigns by connecting Copper and Mailshake to automate lead creation, campaign tracking, and follow-ups.

What you can automate?
πŸ”„
Sync new Copper leads directly to Mailshake campaigns
Automatically add new leads created in Copper as recipients in Mailshake so your outbound sequences start the moment a prospect enters your CRM.
πŸ“‹
Capture every submitted field and contact detail
Map all available lead attributes and custom fields from Copper into Mailshake to ensure your outreach campaigns have complete recipient context.
πŸ””
Alert your sales team the moment campaigns get replies
Send instant notifications to your team whenever a prospect replies to a Mailshake campaign or clicks an outreach link.
πŸ”€
Route leads based on submitted company criteria
Send high-value leads to priority Mailshake sequences while routing standard prospects into general nurture campaigns automatically.
πŸ”„
Keep lead statuses updated across both platforms
Automatically update lead statuses in Copper whenever a recipient progresses through your Mailshake outreach stages.
πŸ›‘οΈ
Prevent duplicate records during list imports
Search existing database records before creating new leads or recipients to maintain clean data across your sales tools.
⏸️
Manage campaign participation when leads convert
Pause recipients in Mailshake automatically the moment their opportunity is marked won or lost in Copper.
πŸ’¬
Extend your sales workflow with Slack notifications
Connect Slack to your Copper and Mailshake integration to post real-time updates whenever campaign milestones are reached.
And much more...

Who is Copper + Mailshake integration for?

Connecting Copper and Mailshake helps sales and outreach teams eliminate manual data entry, keep campaigns aligned with CRM pipelines, and follow up with leads instantly.

Sales operations managers
Sales operations managers
Outbound sales reps
Outbound sales reps
Account executives
Account executives
High-volume prospecting teams
High-volume prospecting teams
Lead generation specialists
Lead generation specialists
CRM administrators
CRM administrators
πŸ“ˆ
Sales operations managers
You're tracking campaign metrics and CRM pipelines across separate systems, but your outreach reports only update when someone manually exports recipient lists, so the conversion counts you're reviewing against are always hours behind β€” with this integration, every new lead and campaign update syncs instantly and your pipeline numbers stay current.
⚑
Outbound sales reps
You need to act fast when prospects engage with cold emails, but you find out about replies too late because checking Mailshake and Copper simultaneously slows you down β€” automating both apps means every campaign reply updates your CRM records instantly so you can reach out while interest is high.
🀝
Account executives
You answer to sales directors who want to see active pipeline progress and campaign status without delays, but manual data entry creates gaps in your reporting β€” connecting these apps means every lead creation and status change is logged immediately, giving your leadership accurate real-time visibility.
πŸš€
High-volume prospecting teams
The volume of inbound leads and outbound recipients is too high for anyone to keep up by hand, leading to missed follow-ups and duplicate entries across your tools β€” this integration means every record is created and updated automatically without manual intervention.
🎯
Lead generation specialists
You own the initial prospecting stage and depend on accurate data handoffs to hand leads over to closers, but manual entry introduces errors into contact details β€” automating both apps means every lead captured in Copper flows directly into Mailshake campaigns with zero transcription mistakes.
πŸ“‹
CRM administrators
You need a reliable history of prospect interactions and keep finding gaps where campaign activities failed to reach the CRM, resulting in incomplete customer profiles β€” this integration means every campaign touchpoint and reply is logged reliably against the correct lead record.
Our team

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Why choose Integrately to automate Copper + Mailshake

Build and manage your Copper + Mailshake automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Copper + Mailshake with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Copper to Mailshake?
Frequently Asked Questions
You can connect Copper to Mailshake in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Copper, Mailshake, and 1,500+ other apps.
Can I automatically add new Copper leads to Mailshake campaigns?
Frequently Asked Questions
Can I connect Copper, Mailshake, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and Mailshake?
Frequently Asked Questions
How are lead updates handled between Copper and Mailshake?
Frequently Asked Questions
Can Mailshake campaign replies update Copper records?
Frequently Asked Questions
Do I need coding skills to automate Copper and Mailshake?
Frequently Asked Questions
Is the Copper and Mailshake integration free?
Frequently Asked Questions
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You Can Also Connect Copper or Mailshake With 1500+ Other Apps

Copper
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Mailshake
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Sync Mailshake with email, marketing, and analytics tools to expand your outreach and track campaign performance.
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