How to Send Copper Lead Alerts to Slack with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap in Zapier

Log into zapier.com and click the orange 'Create Zap' button in the left sidebar. You'll land on the Zap editor canvas. The editor has two panes: Trigger on the left and Action on the right. Give your Zap a name at the top — something like 'Copper Lead Assigned → Slack Alert' — so it's easy to find later.

1. 1Log into zapier.com
2. 2Click 'Create Zap' in the left sidebar
3. 3Click the name field at the top of the editor and type 'Copper Lead Assigned → Slack Alert'
4. 4Click the Trigger box to begin configuring it

Zap Editor > Trigger > Choose App > Copper > New Lead

Set Copper as the trigger app

In the Trigger step, click 'Choose App' and type 'Copper' in the search box. Select the Copper app from the results — it shows the Copper logo and says 'Copper CRM'. Then click 'Choose Trigger Event' and select 'New Lead' from the dropdown. This trigger fires whenever a lead is created in Copper. Zapier polls Copper every 5-15 minutes depending on your plan.

1. 1Click 'Choose App' inside the Trigger step
2. 2Type 'Copper' in the search field
3. 3Select 'Copper CRM' from the results
4. 4Click 'Choose Event'
5. 5Select 'New Lead' from the event list

Copper > Settings > Integrations > API Key

Connect your Copper account

Click 'Sign in to Copper' in the account connection panel. A popup window will open asking for your Copper email address and API key. Find your API key in Copper under Settings > Integrations > API Key. Copy it and paste it into Zapier's popup along with your Copper login email. Click 'Yes, Continue' to authorize.

1. 1Click 'Sign in to Copper' in the Zapier trigger panel
2. 2Open a new tab and go to Copper > Settings > Integrations > API Key
3. 3Copy your API key
4. 4Return to Zapier and paste the API key and your Copper email into the popup
5. 5Click 'Yes, Continue' to confirm

Zap Editor > Trigger > Test Trigger

Test the Copper trigger

Click 'Test Trigger' to pull in a sample lead record from Copper. Zapier will fetch the three most recently created leads. You'll see a list of fields including lead name, email, phone, assigned user ID, and status. Click on one record to expand it and review the available fields — you'll map these in the Slack action step. If no leads appear, create a test lead in Copper first.

1. 1Click 'Test Trigger'
2. 2Review the list of returned lead records
3. 3Click on the most recent record to expand the field list
4. 4Confirm that 'Assignee' or 'Assigned To' fields are present

Zap Editor > Action > Choose App > Slack > Send Direct Message

Add a Slack action step

Click the '+' button below the Trigger step to add an Action. Search for 'Slack' and select it. For the event, choose 'Send Direct Message' if you want to alert the specific assigned rep, or 'Send Channel Message' if your team monitors a shared #leads channel. Direct message is recommended here — it creates personal accountability and cuts notification noise for the rest of the team.

1. 1Click the '+' button below the Trigger step
2. 2Type 'Slack' in the app search field
3. 3Select 'Slack' from the results
4. 4Click 'Choose Event'
5. 5Select 'Send Direct Message' (or 'Send Channel Message' for shared channel)

Zap Editor > Action > Sign in to Slack > Authorize

Connect your Slack workspace

Click 'Sign in to Slack'. A browser popup opens asking you to authorize Zapier for your Slack workspace. Select the correct workspace from the dropdown if you belong to multiple. Click 'Allow'. You only need to do this once — future Zaps reuse the same connection. Make sure the Slack account you connect has permission to send DMs to other workspace members.

1. 1Click 'Sign in to Slack'
2. 2Select the correct Slack workspace from the dropdown
3. 3Click 'Allow' on the Zapier permissions screen
4. 4Return to the Zap editor

Zap Editor > Action > Configure > To Username

Configure the Slack message recipient

In the 'To Username' field for the DM, you need to map the assignee's Slack username or email. Click the field and select the dynamic field from your Copper trigger data — look for 'Assignee Email' or 'Assigned User Email'. Slack accepts email addresses to resolve users when sending DMs through the API. If Copper only returns an assignee ID, insert a Zapier 'Lookup' step before this action to resolve the ID to an email using Copper's user list.

1. 1Click the 'To Username' field
2. 2Click the insert data icon (lightning bolt)
3. 3Search for and select 'Assignee Email' from the Copper trigger fields
4. 4Confirm the mapped email address appears in the field preview

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Action > Configure > Message Text

Write the Slack message text

In the 'Message Text' field, compose the alert using dynamic data from Copper. Click the lightning bolt icon to insert tokens. A clear message includes the lead's name, company, email, phone, and the source. Keep it under 300 characters so it renders cleanly on mobile. Use line breaks to separate fields — Zapier supports newline characters in message text.

1. 1Click inside the 'Message Text' field
2. 2Type '🔔 New lead assigned to you:' as the opening line
3. 3Press Enter and insert the 'Name' token from Copper
4. 4Add company, email, phone, and source fields on separate lines using the lightning bolt insert
5. 5Add a final line with a direct Copper link if available

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Action > Test Action

Test the full Zap

Click 'Test Action' at the bottom of the Slack configuration panel. Zapier will send a real Slack DM using the sample Copper data from Step 4. Open Slack on your phone or desktop and confirm the message arrived in the correct person's DMs. Check that all dynamic fields resolved correctly — no blank spots or raw IDs showing up in the message.

1. 1Click 'Test Action'
2. 2Open Slack and navigate to the target user's DMs
3. 3Confirm the message arrived with correct lead data
4. 4Check that no fields show as blank or show a raw Copper ID

Zap Editor > Publish Zap > Toggle On

Turn on the Zap

Click 'Publish Zap' in the top-right corner of the editor. Zapier will ask you to confirm the trigger and action one more time. After confirming, toggle the Zap to 'On'. Zapier will immediately begin polling Copper for new leads on your plan's polling interval — every 5 minutes on Starter, every 15 minutes on Free. You'll see the Zap listed as 'On' in your Zap dashboard.

1. 1Click 'Publish Zap' in the top-right corner
2. 2Review the summary screen
3. 3Click 'Publish & Turn On'
4. 4Confirm the Zap shows 'On' status in your dashboard

This Code by Zapier step formats the raw Copper 'date_created' Unix timestamp into a readable string and constructs a clean, pre-formatted Slack message block so you don't juggle 8 separate dynamic field tokens in the message composer. Paste this into a 'Code by Zapier' step (JavaScript) inserted between the Copper trigger and the Slack action. Map the output variable 'slackMessage' into your Slack 'Message Text' field.

// Code by Zapier — JavaScript
// Formats Copper lead data into a clean Slack alert message
// Insert this step BETWEEN the Copper trigger and Slack action

// Code by Zapier — JavaScript
// Formats Copper lead data into a clean Slack alert message
// Insert this step BETWEEN the Copper trigger and Slack action
// Map inputData fields from your Copper trigger step

const leadName = inputData.leadName || 'Unknown Lead';
const companyName = inputData.companyName || 'No Company';
const leadEmail = inputData.leadEmail || 'No email provided';
const leadPhone = inputData.leadPhone || 'No phone provided';
const leadSource = inputData.leadSource || 'Unknown source';
const assigneeEmail = inputData.assigneeEmail || '';
const rawTimestamp = inputData.dateCreated; // Unix timestamp in seconds from Copper

// Convert Unix timestamp to readable date
const createdDate = rawTimestamp
  ? new Date(rawTimestamp * 1000).toLocaleString('en-US', {
      month: 'short',
      day: 'numeric',
      hour: 'numeric',
      minute: '2-digit',
      hour12: true
    })
  : 'Unknown time';

// Build the formatted Slack message
const slackMessage = [
  `🔔 *New lead assigned to you:*`,
  `*${leadName}* | ${companyName}`,
  `📧 ${leadEmail}`,
  `📞 ${leadPhone}`,
  `🔗 Source: ${leadSource}`,
  `🕐 Created: ${createdDate}`
].join('\n');

output = [{ slackMessage, assigneeEmail }];