This month is all about helping you move faster — from capturing leads straight into pipelines, to managing email threads with ease, to adding LinkedIn contacts in just one click. Plus, we’ve packed in plenty of mobile updates and behind-the-scenes improvements. Let’s jump in! 🚀
Forms that create Pipeline records: Now you can turn form responses directly into pipeline records — no manual entry required.
Perfect for capturing leads, project requests, or intake forms and sending them straight into Copper.
Email improvements you’ll love: Enjoy a cleaner email experience in Copper with quick add for new recipients and streamlined recipient lists.
Quick add recipients: Easily add new contacts to email threads even if they’re not yet in Copper.
Overflow menu for recipients: Extra email recipients are now neatly tucked away, so threads look cleaner and are easier to read.
And anyone not in Copper will now be highlighted in purple so you can quickly add them.
Automation made smoother: Pipeline automation setup is now just a click away in the Pipeline Settings sidebar.
No need to dig into the Workflow Automations settings page — start building right from your pipeline.
Shortcuts let you create Email Automations and Workflow Automations for task creation, pre-populated with the right configurations.
Tasks & projects get an upgrade: A big multi-feature drop makes staying organized in Copper easier than ever.
Default saved filters are now deletable, so you can finally tidy up your saved filter list and keep only what’s relevant.
Fresh default filters for People, Companies, and Tasks help you zero in on “My People,” “My Companies,” and task groupings by project, owner, or due date right out of the box.
Task List View now supports nested subtasks, so you can manage parent tasks and subtasks in one place with the same clean UI you're used to 😉
LinkedIn Chrome Extension gets superpowers: It's finally here!
Quick add on hover: Hover over a LinkedIn profile and add them to Copper instantly — no extra clicks, no tab hopping.
Awareness prompts: In-app tips help you discover and make the most of the Chrome Extension’s new features.
Calendar made smarter!
Leads now display as chips in calendar activities, giving you quick context at a glance.
iOS updates:
AI Rewriter on iOS: Rewrite your notes, updates, and emails in seconds — your AI assistant is now pocket-sized.
Filters & settings, fine-tuned: Fresh default system filters make finding the right records quicker.
Don’t need a filter? You can now delete system filters to keep things tidy.
Performance & reliability: Behind-the-scenes Redis improvements keep Copper running faster and more smoothly.
🐞 We also squashed some pesky bugs:
Fixed scrolling issues in legacy project tasks.
Chrome Extension saved filters now edit and delete properly.
Android & iOS crash fixes, including lead visibility and activity logs.
Email readability in dark mode improved.
More stable imports, reporting, and automations.
That’s a wrap for September! We’ve got even bigger updates in progress, so stay tuned for more enhancements next month. 👋