Copper + SoTellUs Integrations
Put Copper + SoTellUs to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Copper and SoTellUs
See the kind of workflows teams build with Copper and SoTellUs below — describe the exact one you want above and the Agent builds it on demand.
Copper + SoTellUs
When a person record is updated in Copper, trigger a review invite in SoTellUs.
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in SoTellUs, automatically log an activity in Copper so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Copper, prompt SoTellUs to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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Export executive report when a high-value lead is created
When a new lead enters Copper, automatically generate and export a detailed analytics report in SoTellUs to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with Copper and SoTellUs?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Copper and SoTellUs
Everything Copper and SoTellUs can do inside a workflow — the triggers that start one and the actions that run when it fires.
Copper Explore Copper →
Copper is a customer relationship management platform designed specifically for Google Workspace users to track leads and deals.
TriggersTriggers when a new activity is created.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when an Opportunity is created in Copper.
Triggers when a Lead is created in Copper.
Triggers when a new Project is created in Copper.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Updates a Company depending on the match criteria.
Creates or Updates a Company depending on the match criteria.
Creates a new Company.
Updates a Person depending on the match criteria.
SoTellUs Explore SoTellUs →
SoTellUs is a customer review platform that enables businesses to collect, manage, and share video, audio, and text reviews.
TriggersTriggers when a new lead is collected in your SoTellUs account.
Triggers when a new SoTellUs Review is collected
Create a new Invitation to Review
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Copper + SoTellUs
Is there a pre-built Copper + SoTellUs automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Copper and SoTellUs's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Copper or SoTellUs connector?
No. The Agent works whether or not Copper or SoTellUs already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting SoTellUs to Copper help our sales team?
It automatically logs sales milestones into SoTellUs for real-time reporting and lets BI alerts update record details or log activities in Copper when key thresholds are reached.
Can dashboard updates be automated when deals close in Copper?
Yes, whenever key milestones like winning a deal occur in Copper, SoTellUs can automatically refresh dashboards or export updated reports for leadership.