Connect Copper and Gelota to Build Intelligent Automations

Choose a Trigger

Copper

When this happens...

Choose an Action

Gelota

Automatically do this!

Enable Integrations or automations with these events of Copper and Gelota

Enable Integrations or automations with these events of Copper and Gelota

Triggers

New Company

New Company

Triggers when a new Company is created in Copper.

New Person

New Person

Triggers when a new Person is created in Copper.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created in Copper.

New Lead

New Lead

Triggers when a new Lead is created in Copper.

New Project

New Project

Triggers when a new project is created in Copper.

New Task

New Task

Triggers when a new task is created in Copper.

Actions

Create Project

Create Project

Creates a new project

Create Person

Create Person

Creates a new person

Update Person

Update Person

Updates an existing person

Create Company

Create Company

Creates a new company

Search Company

Search Company

Searches an existing company in copper

Search for a Project

Search for a Project

Searches an existing project in copper

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Copper and Gelota?

To start, connect both your Copper and Gelota accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in Gelota (or vice versa).

Can we customize how data from Copper is recorded in Gelota?

Absolutely. You can customize how Copper data is recorded in Gelota. This includes choosing which data fields go into which fields of Gelota, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copper and Gelota?

The data sync between Copper and Gelota typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copper to Gelota?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copper and Gelota?

Yes, you can set conditional logic to control the flow of data between Copper and Gelota. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Copper

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn More
Gelota

About Gelota

Gelato is a global platform that enables businesses to print and deliver custom products on demand. With a network of local print partners, Gelato ensures fast, sustainable, and cost-effective production and distribution of printed materials, such as marketing materials, merchandise, and more.

Learn More