Copper + SMTP Integration

Integrate Copper to SMTP in one click, or tell Integrately AI how you want each lead handled. Send transactional emails instantly, trigger targeted outreach, track delivery, and keep your communication flowing without manual work.

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
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
  • SMTP
    Send email in SMTP

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Ready Workflows Ready Workflows for Copper + SMTP Integration

Send email campaigns from SMTP when leads are created, notify contacts on status updates, trigger follow-ups, and track delivery status, all in just one click.

Most popular automationsmost-popular-automations
Copper + SMTP Integration

Send SMTP email for new Copper person

Anytime a new person is added to your Copper, automatically send them a email through SMTP letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Copper - SMTP integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Copper + SMTP Integration

Send SMTP email for new Copper task

With this Copper - SMTP integration, whenever a new task is created in Copper, email will be sent via SMTP. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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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 + SMTP flow

Teams often want to notify channels, schedule follow-ups, or log subscriber data after an email goes out. Pick a combination and activate it in one click.

Copper
SMTP
+
GmailGmail (8)
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Google CalendarGoogle Calendar (8)
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CalendlyCalendly (8)
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SlackSlack (8)
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MailchimpMailchimp (8)
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AsanaAsana (8)
C
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Send an email in SMTP when a new lead is created in Copper, and notify your sales team in Gmail.
New Copper leads trigger an instant SMTP email while sending a notification straight to your sales team in Gmail.
C
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Send an email via SMTP when a new opportunity is created in Copper, and forward a copy to your manager in Gmail.
Every new Copper opportunity triggers an email via SMTP and alerts your manager via Gmail automatically.
C
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When a Copper opportunity is updated, send a campaign update via SMTP and notify the project lead in Gmail.
Opportunity updates in Copper instantly send an SMTP update and notify the project lead in Gmail.
C
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Create a draft in Gmail for every new Copper lead, and send a welcome email via SMTP.
New Copper leads generate an email draft in Gmail while sending an automated welcome message via SMTP.
C
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If a new Copper lead matches enterprise criteria, send a custom SMTP email and alert your account executive in Gmail.
Enterprise leads in Copper receive tailored SMTP emails with instant Gmail alerts sent to your executives.
C
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When a Copper task is updated, send a follow-up email via SMTP and log a confirmation in Gmail.
Updated tasks in Copper trigger SMTP follow-ups and log confirmation messages in Gmail.
C
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C
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Use ChatGPT to summarise every new Copper company update, send a briefing via SMTP, and email the notes in Gmail.
ChatGPT summarises Copper company updates, triggering an SMTP briefing and a detailed email in Gmail.
C
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Send an email via SMTP for every new Copper project, notify your team in Gmail, and create a follow-up task in Asana.
New Copper projects trigger an SMTP email, a Gmail notification, and an action task in Asana.

Supported triggers and actions for Copper and SMTP

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
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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
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Instant
Activity is created in Copper
Triggers the automation when a new activity is created
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Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
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Instant
Company is created in Copper
Triggers the automation when a new company is created
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Instant
Task is created in Copper
Triggers the automation when a new task is created
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Instant
Task is updated in Copper
Triggers the automation when any task is modified
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Instant
Project is created in Copper
Triggers the automation when a new project is created
Try it →
Instant
Project is updated in Copper
Triggers the automation when any project is changed
Try it →
Get task by id in Copper
Retrieves a specific task
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Update task in Copper
Try it →
Create lead in Copper
Generates new leads for potential customers
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Update lead in Copper
Updates the lead information
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Search lead in Copper
Retrieves information for a particular lead
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Create person in Copper
Generates a new person
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Update person in Copper
Updates the information of a person
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Search person in Copper
Retrieves information about a person
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Create activity in Copper
Generates a new activity or task
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Create task in Copper
Creates a new task
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Search opportunity in Copper
Searches for a opportunity
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Create opportunity in Copper
Creates a new instance of the support system
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Update opportunity in Copper
Updates the opportunity details as needed
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Search company in Copper
Finds information about a company
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Create company in Copper
Generates a new company profile with given details
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Update company in Copper
Updates company information
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Create project in Copper
Creates a new project
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Update project in Copper
Updates project information
Try it →
Search project in Copper
Searches for a project
Try it →
Search task in Copper
Try it →
SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
Try it →

What can you automate with Copper + SMTP?

Streamline your CRM communication and automate email delivery across your entire sales pipeline.

What you can automate?
✉️
Trigger SMTP emails from Copper leads
Automatically send outreach emails via SMTP the moment a new lead or person is created in Copper. Eliminate manual sending and engage prospects instantly.
📝
Capture every submitted lead field
Map detailed Copper form answers and contact attributes into your SMTP email templates instead of just names and emails. Personalise every outgoing message.
🔔
Alert your team on customer actions
Notify sales reps and account managers immediately when leads open emails or when CRM opportunities change stages.
🔀
Route emails based on lead criteria
Send enterprise prospects to custom SMTP templates while standard leads receive tailored onboarding sequences based on submitted CRM fields.
🔄
Keep email records synchronized
Update Copper activities and contact statuses automatically whenever an SMTP email is successfully sent or delivered.
👥
Prevent duplicate contact entries
Search existing Copper records before dispatching SMTP emails to ensure clean data management and avoid spamming contacts.
⏱️
Handle later opportunity updates
Trigger follow-up emails via SMTP when Copper opportunities are closed, won, or modified in later sales stages.
🔗
Extend flows to team apps
Connect your Copper and SMTP workflow to Slack or Asana to notify teams and create follow-up tasks automatically.
And much more...

Who is Copper + SMTP integration for?

Sales managers, account executives, and marketing teams rely on this integration to streamline client communications and eliminate manual email tasks.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Data administrators
Data administrators
📈
Performance marketers
You're running outreach campaigns across multiple channels but your delivery reports only update when someone manually exports emails, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead triggers an instant email and your campaign data stays current.
Sales representatives
You manage dozens of active prospects in Copper and need to send timely follow-ups, but manual email drafting means you find out about cold leads too late — this integration means every CRM event triggers instant SMTP communication so you never miss a timing window.
📋
Account managers
You answer to clients or senior stakeholders who want to see consistent communication history, but scattered messaging leaves gaps in your tracking — connecting these apps means every update in Copper generates a verified SMTP record so progress is always visible.
📊
Operations coordinators
The volume of leads and contacts is too high for anyone to keep up by hand, leading to missed follow-ups and uncoordinated messaging — automating both apps means every CRM change triggers instant email delivery without manual copy-pasting.
🤝
Project managers
You own the onboarding stage and depend on sales reps upstream to hand over client details before you can initiate communication — with this integration, every new project or opportunity in Copper automatically triggers your SMTP kickoff emails instantly.
🔍
Data administrators
You need a reliable communication history across your pipeline but keep finding gaps caused by manual email dispatching — this integration means every record modification maintains a clean, verified trail of sent messages.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Copper + SMTP

Build and manage your Copper + SMTP 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 + SMTP 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 — 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Copper to SMTP?
Frequently Asked Questions
You can connect Copper to SMTP in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with Gmail, Slack, and 1,500+ other apps.
Can I send automated emails from Copper using SMTP?
Frequently Asked Questions
Can I connect Copper, SMTP, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and SMTP?
Frequently Asked Questions
How do lead updates in Copper trigger SMTP emails?
Frequently Asked Questions
How does SMTP ensure bulk emails are delivered from Copper workflows?
Frequently Asked Questions
Do I need coding skills to automate Copper and SMTP?
Frequently Asked Questions
Is the Copper and SMTP integration free?
Frequently Asked Questions
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You Can Also Connect Copper or SMTP With 1500+ Other Apps

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SMTP
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Sync SMTP with marketing platforms, form builders, and notification tools to streamline your email delivery.
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