How to automate lead profiling
Copper CRM allows automating lead profiling using its Automation feature (Business plan) combined with Custom Fields or Tags. Automation can assign labels like Hot, Warm, or Cold based on the number of logged interactions. The process requires setting up custom fields, creating automation rules, and activating them. In Teeo, one message defines the entire profiling logic instantly.
How to do it in Teeo
“Automate lead profiling: classify as hot those with 3 or more interactions, warm with 1-2, cold with no interactions”
The automation is active and will classify leads automatically in real time.
How to automate lead profiling in Copper: step by step
Requirements
- ·Copper's Automation feature is only available on the Business plan. Starter and Professional plans have limited or no access to automations.
- ·Copper does not have a native 'lead temperature' field. The workaround is to use Tags or create a Custom Field of dropdown list type with values 'Hot', 'Warm', 'Cold'.
- ·Copper automations can be triggered by events like 'Activity created', 'Lead status changed', or other triggers. However, activity count as a direct trigger may require advanced configuration or Zapier for complex cases.
- ·Copper CRM requires active Google Workspace to function fully.
Verify you have Copper's Business plan
Copper's Automation feature is available exclusively on the Business plan. To verify your plan, go to Settings (gear icon in the lower left corner) → 'Plan & Billing'. If you are on Starter or Professional, you will need to upgrade your plan before proceeding.
Create a Custom Field for lead classification
Go to Settings → 'Custom Fields'. Click '+ Add field'. Select the entity 'People' or 'Leads' (depending on how you manage prospects). Name it 'Lead Classification'. Choose type 'Dropdown'. Add options: 'Hot', 'Warm', 'Cold'. Save the field.
Verify the field on a record
Open any contact or lead record in Copper. Scroll to the custom fields section and verify that the 'Lead Classification' field appears correctly with the three options. This confirms the field is available for automations.
Navigate to the Automation section
Go to Settings → 'Automation'. This section shows all active automation rules. Click '+ New Automation' to create the first rule.
Configure automation for 'Hot' leads (3+ interactions)
In the automation editor, set the trigger: select 'Activity is created'. In conditions, add: 'Activity count is greater than or equal to 3' (if available as a condition). In the action, select 'Update field' → field 'Lead Classification' → value 'Hot'. Name it 'Classify Lead Hot'.
Activate the Hot leads automation
Review the automation settings and click 'Save' or 'Activate'. Make sure the automation status is set to 'Active'. Verify that the trigger, conditions, and action are correctly configured before activating.
Create automation for 'Warm' leads (1-2 interactions)
Repeat the process: click '+ New Automation'. Trigger: 'Activity is created'. Conditions: 'Activity count equals 1' or 'Activity count equals 2'. Action: 'Update field' → 'Lead Classification' → 'Warm'. Name: 'Classify Lead Warm'. Save and activate.
Create automation for 'Cold' leads (no interactions)
Click '+ New Automation'. For leads with no interactions, the trigger can be 'Lead is created' or 'Contact is created'. Condition: no activity condition (this is the initial state). Action: 'Update field' → 'Lead Classification' → 'Cold'. Name: 'Classify Lead Cold'. Save and activate.
Set up Tags as an alternative or complement
If you prefer using Tags instead of Custom Fields, open any contact record and manually add the tags 'Hot', 'Warm', or 'Cold'. In automations, use the 'Add tag' action instead of 'Update field'. Tags are visible in list view and make it easy to filter leads by temperature.
Test the automations with a test lead
Create a test contact in Copper. Log 3 activities (calls, emails, or meetings) on that contact. Verify that the 'Lead Classification' field automatically changes to 'Hot'. Then create another contact with no activities and verify it stays as 'Cold'.
Use list view filters to see leads by classification
Go to the 'People' or 'Leads' module in Copper. Click the filters button. Add filter: field 'Lead Classification' → value 'Hot'. This will show all leads classified as hot. You can save this filtered view as a custom view for easy access in the future.
Frequently asked questions
Which Copper plan includes the Automation feature for lead profiling?
Copper's Automation feature is available exclusively on the Business plan. Starter and Professional plans have very limited access to automations. If you are on a lower plan, the only option is to manually classify leads using Tags or Custom Fields, or connect Copper with Zapier to create external automation flows.
Can Copper automatically count a lead's interactions to trigger the automation?
Copper logs activities (calls, emails, meetings, tasks) associated with each contact or opportunity, and activity count can be used as a condition in some Business plan automations. However, the granularity of the count trigger may be limited depending on the version. For more complex cases, connecting Copper with Zapier offers greater flexibility.
Can I see all my leads classified as 'Hot' in a single view in Copper?
Yes. In Copper's 'People' or 'Leads' module, you can apply filters by the 'Lead Classification' Custom Field with the value 'Hot'. This filtered view can be saved as a custom view for easy access. You can also filter by Tags if you used labels instead of custom fields.