How to create an automatic lead reminder
Copper CRM allows creating follow-up reminders for leads using its Tasks feature within contact records. When creating a task with a due date, Copper sends a notification and the task appears in Google Calendar. With the Business plan, automations can create follow-up tasks automatically based on defined conditions. In Teeo, one message schedules the reminder instantly.
How to do it in Teeo
“Create an automatic reminder for lead John García in 3 days for follow-up”
The reminder is set. You will receive an automatic notification on the specified date.
How to create an automatic lead reminder in Copper: step by step
Requirements
- ·Copper CRM calls reminders 'Tasks' or 'Activities'. They are created directly from the contact or opportunity record.
- ·Tasks created in Copper with due dates sync with Google Tasks and can appear in Google Calendar.
- ·Copper sends email notifications and push notifications (mobile app) when a task is due soon.
- ·With the Business plan, Automation can create tasks automatically when a lead changes status, a new contact is created, or other triggers.
Search for lead John García in Copper
Log in to Copper (app.copper.com). Click the search icon (magnifying glass) in the top bar or press '/' to activate global search. Type 'John García'. Results will show matches in People, Companies, and Opportunities. Click on the correct contact.
Open the lead's record
Once in the search results, click on 'John García' to open his full record. You will see the contact profile with all previous activities, associated opportunities, and contact details.
Click 'Log Activity' or the task button
Inside the contact record, find the 'Log Activity' button or the task icon (checkmark). You can also click the '+' button in the profile's activity section. Select the 'Task' option from the menu.
Set the activity type to follow-up
In the task form, select the activity type. Choose 'Follow Up' or the most appropriate type based on your configured options. If 'Follow Up' does not exist, you can use 'Call' or create a generic task with a descriptive name.
Set the due date to 3 days from today
In the 'Due Date' field, click the date picker. Navigate to the day that is 3 days from today. Select the date. Optionally, you can also set a specific time (for example, 10:00 AM) so the notification arrives at a specific moment.
Assign the task to yourself and add a note
In the 'Assigned To' field, select your username. In the description or note field, write the follow-up context, for example: 'Call John to verify if he received the proposal and answer any questions'. This note will help you remember the context when the notification arrives.
Save the task
Click 'Save' or 'Log'. The task will be associated with John García's record and will appear in your pending tasks list. Copper will send an email notification and/or push notification when the task is due soon.
Verify the task in your Tasks view and Google Calendar
Go to the 'Tasks' module in Copper's side menu to see all your pending tasks sorted by date. John García's follow-up task should appear on the correct date. If you have Google Tasks synced with Google Calendar, the task will also appear in your Google calendar.
Frequently asked questions
Does Copper CRM send automatic reminders when a task is due?
Yes. Copper sends email notifications and push notifications through its mobile app when a task is approaching its due date. These notification settings can be adjusted in the preferences section of your Copper profile.
Do Copper tasks sync with Google Calendar automatically?
Copper tasks sync with Google Tasks, which is Google Workspace's native task module. For them to appear in Google Calendar, you need to enable Google Tasks display within Google Calendar (right sidebar panel → Tasks icon). Activities of type 'Meeting' or 'Event' do appear directly in Google Calendar.
Can I create automatic reminders that generate without manual intervention in Copper?
Yes, but only on the Business plan using the Automation feature. For example, you can create an automation that automatically generates a follow-up task 3 days after a new contact is created or when an opportunity changes stage. For the Starter or Professional plan, reminders must be created manually on each record.