How to create a nurturing sequence
Creating a nurturing sequence in Copper CRM requires the Business plan to access Email Automation, which combines Email Templates with trigger conditions based on lead activity. For teams on lower plans, the alternative is to integrate Copper with Mailchimp or ActiveCampaign via Zapier. In Teeo, you describe the sequence in one message and it's configured automatically.
How to do it in Teeo
“Create a nurturing sequence for leads that haven't responded in 7 days: value message at 7 days, success story at 14, offer at 21”
The sequence is set up and will activate automatically for leads that meet the condition.
How to create a nurturing sequence in Copper: step by step
Requirements
- ·Email Automation in Copper requires the Business plan (~$119/user/month). On Starter and Professional plans, only manual Email Templates are available.
- ·For teams on lower plans, the recommended alternative is to integrate Copper with Mailchimp or ActiveCampaign through Zapier to manage nurturing sequences.
- ·Copper does not have a visual sequence builder. Automation is configured through Workflows and Email Templates separately.
- ·Requires active Google Workspace for email sending integrated with Gmail.
Verify you have the Copper Business plan
Log in to app.copper.com. Go to 'Settings' (gear icon) → 'Billing'. Confirm your current plan is Business. If you're on a lower plan (Starter or Professional), Email Automation will not be available and you'll need to consider the Mailchimp/ActiveCampaign alternative.
Access Email Templates to create the email templates
In Copper's sidebar menu, go to 'Settings' → 'Email Templates'. Here you'll create templates for each email in the sequence. You need to create at least three templates: one for the value message (day 7), one for the success story (day 14), and one for the offer (day 21).
Create the first email template (value message — day 7)
Click 'Add Template'. Write the template name (e.g., 'Nurturing D7 — Value Message'), the email subject, and the message body. Use dynamic variables like {{first_name}} or {{company_name}} to automatically personalize each send. Save the template.
Create the second email template (success story — day 14)
Repeat the process: click 'Add Template'. Name the template (e.g., 'Nurturing D14 — Success Story'), write the subject and body with a customer success story. Include specific, quantifiable results to make the email more compelling. Save the template.
Create the third email template (offer — day 21)
Create the third template (e.g., 'Nurturing D21 — Offer'). This email should include a clear value proposition, a concrete offer, and a defined call-to-action (e.g., 'Schedule a demo' or 'View proposal' button). Save the template.
Navigate to Workflows to configure the automation
In Copper's sidebar menu, go to 'Settings' → 'Workflow Automation'. This section is only available on the Business plan. Click 'Add Workflow' to create a new automation.
Configure the workflow trigger
In the workflow configurator, define the activation event (trigger): select 'Lead activity' as the trigger type. Configure the condition: 'Last activity more than 7 days ago'. This will activate the sequence for all leads that haven't had any interaction in the last 7 days.
Add the first email send action
In the workflow actions section, select 'Send Email' as the action type. In the template field, select 'Nurturing D7 — Value Message' that you created in step 3. Configure the sender as the lead owner (Owner). Save this action.
Add subsequent emails with time delays
To add the second email (day 14), add a new action to the workflow: select 'Delay' → 7 days (7 days after the first email = day 14 total). Then add another 'Send Email' action with the 'Nurturing D14 — Success Story' template. Repeat with another 7-day Delay followed by 'Nurturing D21 — Offer'.
Activate the workflow and verify leads in the sequence
Review the entire workflow configuration: trigger, delays, and email templates. Click 'Activate' or 'Save and activate'. The workflow will start running for leads that meet the condition. You can monitor activity in 'Reports' → 'Activity Report' to verify emails are being sent correctly.
Frequently asked questions
Which Copper plan includes email automation for nurturing?
Email Automation and Workflow Automation is only available on Copper's Business plan (~$119/user/month). On Starter (~$25/user/month) and Professional (~$59/user/month) plans, you can only use Email Templates manually — there is no sequence automation.
Can I create nurturing sequences in Copper without the Business plan?
Not natively. If you're on Starter or Professional, the alternative is to integrate Copper with an email marketing tool like Mailchimp or ActiveCampaign through Zapier. From those tools you can create automated sequences and use Copper data as a trigger via Zapier.
Can Copper automatically pause the nurturing sequence if the lead responds?
On the Business plan, you can configure workflow conditions to stop the sequence when a specific activity occurs, such as the lead replying to an email or moving to another pipeline stage. However, sequence exit logic in Copper is less advanced than in dedicated email marketing tools.