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Integrate Podio with Copper CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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.

Copper CRM Integrations

Best ways to Integrate Podio + Copper CRM

  • Podio Integration Gmail Integration

    Copper CRM + Gmail

    Create Draft to Gmail from New Company in Copper CRM Read More...
    Close
    When this happens...
    Podio Integration New Company
     
    Then do this...
    Gmail Integration Create Draft
  • Podio Integration Gmail Integration

    Copper CRM + Gmail

    Send Email in Gmail when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Podio Integration New Company
     
    Then do this...
    Gmail Integration Send Email
  • Podio Integration Gmail Integration

    Copper CRM + Gmail

    Create Label to Gmail from New Company in Copper CRM Read More...
    Close
    When this happens...
    Podio Integration New Company
     
    Then do this...
    Gmail Integration Create Label
  • Podio Integration Google Sheets Integration

    Copper CRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Company in Copper CRM Read More...
    Close
    When this happens...
    Podio Integration New Company
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
  • Podio Integration Google Sheets Integration

    Copper CRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Podio Integration New Company
     
    Then do this...
    Google Sheets Integration Update Spreadsheet Row
  • Podio Integration {{item.actionAppName}} Integration

    Podio + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Podio + Copper CRM in easier way

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

    Triggers
  • Application Updated

    Triggers when the application is updated.

  • Comment Deleted

    Triggers when a comment is deleted.

  • File Change

    Triggers when an attachment on an item change.

  • Item Deleted

    Triggers when you delete an item.

  • Item Updated

    Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

  • New Application

    Triggers when a new Application is created.

  • New Comment

    Triggers when a new comment is created.

  • New Organizations

    Triggers when a new organization is created.

  • New Task

    Triggers when a new task is created.

  • New View

    Triggers when a new view is created.

  • New Workspace

    Triggers when a new workspace is created in the organization.

  • Task Delete

    Triggers when a task is deleted.

  • Task Updated

    Triggers when you update a task.

  • 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
  • Create Status

    Add a status update to a workspace stream.

  • Create Task

    Create a new task.

  • Create a Item

    Create a new item, record or entry inside an app (standard or custom).

  • Update Item

    Update Item.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Podio & Copper CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Copper CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Podio to Copper CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.