This month’s release focuses on sharing and capturing information faster, with new ways to share records, smarter, more flexible forms, and ongoing improvements to our Chrome Extension and pipeline settings. Plus, mobile gets a big boost with subtasks on the go! Let’s dive in.
Copy a profile or record link: Quickly share any Lead, Person, Company, or Pipeline record with other Copper users by copying a direct URL.
The link opens the record in full view and respects all visibility rules.
Paste the URL into Slack, chat, or email to share instantly.
Smarter, more flexible Forms: Create forms that collect the info you need to move prospects forward — now with required fields and helpful field descriptions to reduce back-and-forth and speed up quoting.
Remove the Full Name field completely if you want — giving you more control over your forms.
Mark certain fields as required and add a description to any form field.
Create an email capture form for a low-friction way to quickly get contacts into Copper. Use this kind of form to:
Gatekeep downloadable content on your website, like an ebook.
Capture event registrations.
Put interested parties on a “wait list” for a new event or offering.
Chrome Extension enhancements:
Auto-refresh on page reload fixes missing quick add flows and keeps matched records up to date.
Profile hover match now works just like Gmail: hover over LinkedIn profiles to see matched Copper records.
Basic Quick Add on Hover lets you add LinkedIn contacts with one click, without leaving the page.
Pipeline List & Board View settings are now consolidated into a single sidebar for faster configuration and a cleaner look.
Creating and editing all automations (Workflow, Task, Email) now open in modals for a smoother, more consistent experience.
Pipeline updates: Less clicking, more doing.
Pipeline settings panel is now fully consolidated for easier access and management, find it in the top right under the settings icon!
Update Pipeline Name, Permissions, Record Types, Revenue-Tracking and more settings in-line with less clicks
Shortcuts to Pipeline Email Automations, and Workflow Automation/Task Automation
Consolidated Pipeline customization settings + ability to duplicate the pipeline
Simplified Pipeline Top Bar:
New List/Board View toggle switcher
Saved Filter Settings co-located next to the Saved Filter Name
Updated icons
iOS updates:
Subtasks are here! Add subtasks in a tap and see them in your task list for better task organization on the go.Android updates:
(Include Android updates here if available, or remove this section if none.)🐞 Bug fixes:
Various fixes including better email resolution in lead activities, smoother Chrome Extension sidebar refreshes, and LinkedIn integration improvements.
That’s a wrap for August! We’ve got even bigger updates in progress, so stay tuned for more enhancements next month. 👋