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Integration

Automate with Copper

Copper is the CRM built for Google Workspace. NVS automates the data flows around it — creating contacts from emails, syncing deals, and triggering follow-up sequences automatically.

Use Cases

01

Gmail to Copper Contact Auto-Create

When an email arrives from an unknown sender at a business domain, a Copper contact and deal are created automatically, and the rep is notified in Slack.

Trigger
New Email
gmail.trigger
Fires on any inbound email to the monitored inbox.
Check if Contact Exists
copper.search
Copper queried for matching email address.
IF
New Contact?
nvs.condition
Checks whether the sender exists in Copper.
NO
Output
Skip
nvs.end
Known contact. Workflow ends with no changes.
YES
Create Contact + Deal
copper.contact
Contact and pipeline deal created from email sender data.
Output
Notify Rep
slack.message
Slack alert: new inbound contact created from email, with Copper link.
02

Deal Stage Change Email Sequence

When a Copper deal moves to Proposal stage, a tailored follow-up email is drafted by AI and sent from the rep's Gmail account, with a Slack confirmation.

Trigger
Deal Stage Changed
copper.trigger
Fires when a deal moves to the Proposal stage.
Fetch Contact Details
copper.contact
Full contact and company profile fetched from Copper.
Draft Proposal Email
openai.gpt-4o
Personalized email drafted using deal and contact context.
Output
Send from Gmail
gmail.send
Email sent from rep's Google Workspace account. Slack receipt sent.
03

Weekly Pipeline Report to Slack

Every Friday, all open Copper deals are pulled, summarized by stage and total value, and posted as a formatted digest to the sales team Slack channel.

Trigger
Friday 4pm
schedule.cron
Weekly pipeline report runs every Friday afternoon.
Fetch Open Deals
copper.deals
All open deals pulled with stage, value, owner, and close date.
Summarize with AI
openai.gpt-4o
GPT-4o formats a concise pipeline digest with stage-by-stage breakdown.
Output
Post to #sales
slack.message
Digest posted to the sales Slack channel with total pipeline value.

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