Integrate Copper with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Copper
When this happens...
New Company
New Person
New Opportunity
New Lead
New Project
New Task
Updated Company
Updated Person
Updated Opportunity
Updated Lead
Updated Project
Updated Task
Task Deleted
Person Deleted
Company Deleted
Opportunity Deleted
Project Deleted
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Create Account in Apollo when New Company in Copper
Use this flowCreate Contact in Apollo when New Company in Copper
Use this flowCreate Deal in Apollo when New Company in Copper
Use this flowCreate Task in Apollo when New Company in Copper
Use this flowUpdate Account in Apollo when New Company in Copper
Use this flowSearch Contacts in Apollo when New Company in Copper
Use this flowUpdate Contact in Apollo when New Company in Copper
Use this flowUpdate Deal in Apollo when New Company in Copper
Use this flowSearch People by Email in Apollo when New Company in Copper
Use this flowGet Company Details from Apollo when New Company in Copper
Use this flowEverything you can automate between Copper and Apollo.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when a new Opportunity is created in Copper.
Triggers when a new Lead is created in Copper.
Triggers when a new project is created in Copper.
Triggers when a new task is created in Copper.
Action is the task that follows automatically within your Copper integrations.
Creates a new project
Creates a new person
Updates an existing person
Creates a new company
Searches an existing company in copper
Searches an existing project in copper

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Copper and Apollo workflows.

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Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreApollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn moreSign up for a free viaSocket account, then authorize both your Copper and Apollo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Copper and Apollo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apollo. No coding required.
Yes. You can set up a workflow where Copper triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Copper. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Copper and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copper and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.