Integrate ChargeDesk with Copper CRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Copper CRM

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

ChargeDesk + Copper CRM Quick Connects

Want to explore ChargeDesk + Copper CRM quick connects for faster integration? Here’s our list of the best ChargeDesk + Copper CRM quick connects.

Explore quick connects

Connect ChargeDesk + Copper CRM in easier way

It's easy to connect ChargeDesk + Copper CRM without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
New Company

Triggers when a new company is created.
New Opportunity

Triggers when a new opportunity is created.
New Person

Triggers when a new person is created.
New Project

Triggers when a new project is created.
New Task

Triggers when a new task is created.
Updated Company

Triggers when a existing company is updated.
Updated Opportunity

Triggers when a existing opportunity is updated.
Updated Person

Triggers when a existing person is updated.
Updated Project

Triggers when a existing project is updated.
Updated Task

Triggers when an existing task is updated.

Actions
Associate to Project

Relate an existing project to a Copper CRM object.
Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.
Create Company

Creates a new company.
Create Opportunity

Creates a new Opportunity.
Create Person

Creates a Person
Create Project

Creates a new project.
Create Task

Creates a task.
Create Update Company

Creates or Updates a company based on matching criteria.
Create Update Opportunity

Creates or updates an opportunity depending on matching criteria.
Create Update Person

Creates or Updates person depending on match criteria.
Create Update Project

Creates or Updates Project depending on match criteria.
Update Company

Updates a company depending on the matching criteria.
Update Opportunity

Updates an opportunity depending on the match criteria.
Update Person

Updates a person depending on the match criteria.
Update Project

Updates a project depending on the match criteria.

How ChargeDesk & Copper CRM Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Copper CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Copper CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.