ClickMeeting + Copper CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between ClickMeeting and Copper CRM
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation
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 IntegrationsBest ways to Integrate ClickMeeting + Copper CRM
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ClickMeeting + Copper CRM
Create Update Company to Copper CRM from New Upcoming Event in ClickMeeting Read More...When this happens...
New Upcoming Event
Then do this...
Create Update Company
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ClickMeeting + Copper CRM
Update Company in Copper CRM when New Upcoming Event is created in ClickMeeting Read More...When this happens...
New Upcoming Event
Then do this...
Update Company
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ClickMeeting + Copper CRM
Create Update Opportunity to Copper CRM from New Upcoming Event in ClickMeeting Read More...When this happens...
New Upcoming Event
Then do this...
Create Update Opportunity
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ClickMeeting + Copper CRM
Update Opportunity in Copper CRM when New Upcoming Event is created in ClickMeeting Read More...When this happens...
New Upcoming Event
Then do this...
Update Opportunity
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ClickMeeting + Copper CRM
Create Update Person to Copper CRM from New Upcoming Event in ClickMeeting Read More...When this happens...
New Upcoming Event
Then do this...
Create Update Person
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect ClickMeeting + Copper CRM without coding knowledge. Start creating your own business flow.
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New Registrant
Triggers when a new attendee registers to your event.
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New Upcoming Event
Triggers when you create a new event.
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New Upcoming Event with Registration
Triggers when you create a new event with registration.
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New Company
Triggers when a new company is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Person
Triggers when a new person is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Updated Company
Triggers when a existing company is updated.
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Updated Opportunity
Triggers when a existing opportunity is updated.
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Updated Person
Triggers when a existing person is updated.
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Updated Project
Triggers when a existing project is updated.
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Updated Task
Triggers when an existing task is updated.
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Add New Registrant
A new attendee will be registered to your event.
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Create New Event
A new event will be created.
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Associate to Project
Relate an existing project to a Copper CRM object.
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Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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Create Company
Creates a new company.
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Create Opportunity
Creates a new Opportunity.
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Create Person
Creates a Person
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Update Company
Creates or Updates a company based on matching criteria.
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Create Update Opportunity
Creates or updates an opportunity depending on matching criteria.
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Create Update Person
Creates or Updates person depending on match criteria.
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Create Update Project
Creates or Updates Project depending on match criteria.
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Update Company
Updates a company depending on the matching criteria.
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Update Opportunity
Updates an opportunity depending on the match criteria.
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Update Person
Updates a person depending on the match criteria.
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Update Project
Updates a project depending on the match criteria.
How ClickMeeting & Copper CRM Integrations Work
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Step 1: Choose ClickMeeting as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Copper CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ClickMeeting to Copper CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
