Copper

Connect AI agents to Copper CRM. Agents manage people, companies, leads, opportunities, tasks, and activities, convert qualified leads, and advance deals through the pipeline.

27 actions available

A web form captures a new inbound lead

Agent reads the contact details and message

Agent runs Search People to see if the person already exists

Agent creates the lead, then converts qualified ones

Sales team gets a Slack message with the new opportunity

A lead flagged as strategic routes to a manager before conversion

What This Integration Enables

An agent can capture inbound leads into Copper, search and enrich existing records inside a multi-step flow, and convert qualified leads into people, companies, and opportunities in one step. It advances opportunities through stages, marks them Won or Lost, and creates follow-up tasks and activities against any record so the pipeline stays honest. Copper does not emit its own events, so flows start from the systems feeding it: a form tool, an inbox, or a scheduled sweep of records to enrich. The agent turns those signals into clean records and timely conversions. Search-before-write keeps duplicates out, which matters most on the accounts a rep would be embarrassed to double-enter.

Without FlowRunner

Web leads entered by hand A rep transcribes form fields into Copper between other tasks

Conversion is manual and late Qualified leads sit as leads because nobody ran the conversion step

Pipeline updates lag Deal stages and Won/Lost marks update in batches, not as work happens

With FlowRunner

Leads captured on arrival The agent creates the lead the moment the form is submitted

Conversion runs on qualification Convert Lead produces a person, company, and opportunity as soon as a lead qualifies

Pipeline reflects reality Stages and outcomes update as the workflow advances the deal

Use Case Scenarios

Survey Entry Becomes a Qualified Opportunity

A [Typeform](/integrations/typeform) survey returns recent entries. The agent calls Create Lead for each prospect, then Convert Lead once a lead qualifies, producing a linked person, company, and opportunity in a single move. The rep starts the day with opportunities to work, not rows to transcribe.

New Deal Reaches the Team

When the agent runs Create Opportunity, it posts to the sales channel through [Slack](/integrations/slack) with the deal name, value, and pipeline stage. Everyone who needs to know sees the deal the moment it is created, without waiting for a pipeline review.

Welcome Email After Conversion

After Convert Lead produces a new person, the agent sends a personalized welcome through [Gmail](/integrations/gmail-service) Send Message using the new contact's stored email. The handoff from lead to relationship starts immediately, and every touch is logged as a Copper activity for the next person who opens the record.

Human-in-Loop Highlight

Lead conversion is a one-way step: it creates a person, a company, and an opportunity, and it commits the deal to the pipeline. On the accounts you have flagged as strategic, that commitment deserves a human. When the agent is about to run Convert Lead on a flagged lead, it treats the conversion as a [human-in-the-loop](/concepts/human-in-the-loop/) step. It pauses, shows the lead and the records the conversion will create, and routes the decision to a sales manager through Slack or email. The manager approves, and the agent converts and notifies the team. The manager holds, and the lead stays a lead. Routine conversions run untouched; the ones that shape the pipeline get a decision.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

27 actions

People

Create Person Creates a new person (contact) in Copper. Provide a name and any contact details, email, phone, company, title, or address. Custom fields can be passed through as an array of {custom_field_definition_id, value} objects. Returns the created person including its Copper ID.
Get Person Retrieves a single person (contact) by its Copper ID, including emails, phone numbers, company, tags, and custom fields.
Search People Searches people (contacts) in Copper with paging, sorting, and optional name/email filters. Returns an array of matching people. Copper caps page_size at 200.
Update Person Updates an existing person (contact) in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Custom fields can be passed through as an array. Returns the updated person.
Delete Person Permanently deletes a person (contact) from Copper by its ID. This cannot be undone.

Companies

Create Company Creates a new company in Copper. Provide a name and any details, email domain, phone, website, address, or assignee. Custom fields can be passed through as an array. Returns the created company including its Copper ID.
Get Company Retrieves a single company by its Copper ID, including email domain, phone numbers, address, tags, and custom fields.
Search Companies Searches companies in Copper with paging and sorting, optionally filtering by name. Returns an array of matching companies. Copper caps page_size at 200.
Update Company Updates an existing company in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Returns the updated company.
Delete Company Permanently deletes a company from Copper by its ID. This cannot be undone.

Leads

Create Lead Creates a new lead in Copper. Provide a name and any details, email, phone, company, title, status, or monetary value. Custom fields can be passed through as an array. Returns the created lead including its Copper ID.
Get Lead Retrieves a single lead by its Copper ID, including contact details, status, monetary value, and custom fields.
Search Leads Searches leads in Copper with paging and sorting, optionally filtering by name. Returns an array of matching leads. Copper caps page_size at 200.
Update Lead Updates an existing lead in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Returns the updated lead.
Delete Lead Permanently deletes a lead from Copper by its ID. This cannot be undone.
Convert Lead Converts a lead into a person, company, and/or opportunity. Optionally supply the pipeline and stage and a name for the resulting opportunity. Returns the conversion result with the created record IDs.

Opportunities

Create Opportunity Creates a new opportunity (deal) in Copper. Requires a name and a pipeline. Optionally link a primary contact and company, set a stage, monetary value, win probability, and close date. Returns the created opportunity including its Copper ID.
Get Opportunity Retrieves a single opportunity (deal) by its Copper ID, including pipeline, stage, monetary value, close date, and custom fields.
Search Opportunities Searches opportunities (deals) in Copper with paging and sorting, optionally filtering by name or pipeline. Returns an array of matching opportunities. Copper caps page_size at 200.
Update Opportunity Updates an existing opportunity (deal) in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Set the status to move the deal to Won or Lost. Returns the updated opportunity.
Delete Opportunity Permanently deletes an opportunity (deal) from Copper by its ID. This cannot be undone.

Tasks

Create Task Creates a task in Copper, optionally related to a person, company, opportunity, or lead. Set a due date, reminder, assignee, priority, and status. Returns the created task including its Copper ID.
List Tasks Lists tasks in Copper with paging and sorting. Returns an array of tasks. Copper caps page_size at 200.
Update Task Updates an existing task in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Set status to Completed to close the task. Returns the updated task.
Delete Task Permanently deletes a task from Copper by its ID. This cannot be undone.

Activities

Create Activity Logs an activity (note or interaction) in Copper against a parent record such as a person, company, lead, or opportunity. The activity type is identified by a category ("user" for logged interactions, "system" for automatic) and a type ID. Returns the created activity.
List Activities Lists activities in Copper, optionally scoped to a single parent record (person, company, lead, or opportunity) and paged. Returns an array of activities. Copper caps page_size at 200.

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