New month, new updates! This Valentines day, we’re back with powerful new features, enhancements, and some much-requested improvements, all to make sure you ❤️ CRM more than ever. Let’s dive in!
Relate Pipeline Records has landed! - You asked, we delivered! The ability to relate Pipeline Records to each other is here.
Enhanced context: Connect related records across Pipelines (e.g., link a Project to its originating Deal) for better workflow visibility.
Improved efficiency: A new "Related Pipeline Record" section is now available in the "Related" tab.
Streamlined duplication: When duplicating a Pipeline Record, the new record is automatically linked to the original.
Project management enhancements:
Reassign Tasks across entities: Tasks can now be reassigned to different entities within Copper.
Task panel updates: The new task component is now in the related panel for Pipeline records, with tasks appearing at the top (for users who haven’t customized their layout).
Task UI updates: Based on user feedback, we’ve added assignee & due date fields directly within the shared task component for quicker task management.
New date picker: Now supports relative date options like Today, Tomorrow, Next Week, making task scheduling easier.
Google Voice Integration now available on Android: Android users can now connect their Google Voice accounts directly within the Copper app for seamless calls and communication.
Easily connect Google Voice accounts within app settings.
More integrated workflow with native Google Voice features.
🚨 Note: This feature is Android-only.
Read the Help Center article here.
New: email automation for Company Saved Filters 🎯
Automate emails based on Company saved filters.
Emails are sent to the primary contact of the Company record.
The dynamic sender is set as the Company Owner for personalization.
Protect your Copper Forms with reCAPTCHA v2: We’ve integrated Google’s reCAPTCHA v2, a more user-friendly way to block spam submissions.
Refer to our guide to get reCAPTCHA up and running on your forms!
Email automations - To help improve email deliverability and engagement, we’ve made an important change:
Users can no longer select "All" default saved filters or the "All" contact type for email automations.
This ensures emails are properly segmented and reduce spam risks.
Existing automations using “All” will continue to work, but new ones can’t be created with this filter.
Open record in the side drawer from email automations: Now, you can open records directly from within email automations, whether it’s a Pipeline Record, Company, or Contact. No extra clicks needed!
New: flexible rekindle automations for better relationship management: Keeping relationships warm just got easier! We’ve introduced new relationship warmth bands for Rekindle automations, giving you a more flexible and targeted way to stay in touch.
No more manual calculations—simply select from pre-set time bands to automate follow-ups at the right moment.
Tailor your outreach to different audience segments by creating multiple Rekindle automations for different time bands.
Best practices, unlocked—we’ve added a ton of new resources to help you craft the most effective outreach strategy. No fluff, just actionable insights! Check out the Best Practices for Email Automations article here.
Feed improvements: We’ve made several fixes and improvements to the Feed experience, including:
A smoother email reply experience (taking users directly to the composer).
Fixes for calendar event display issues and email formatting bugs.
A fix for an occasional un-clickable nav-menu bug.
iOS updates:
Meeting link field: Add and manage meeting links directly from mobile.
Updated account editing & a revamped Activities Feed.
Improved inline image experience for emails.
Android updates:
Google Voice calling now available directly from Copper!
New animations to make navigation more fluid and engaging.
And lastly, we squashed some bugs:
Fixed blurry UI issues when creating custom fields and converting leads.
Fixed tag filtering issue with special characters.
Better inline image handling in emails (so emails don’t expand awkwardly).
That's a wrap on this month's release notes! We're already dreaming up the next batch of updates 💭 Watch this space for more to come.