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CloudTalk + Copper CRM Integrations

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

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

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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 CloudTalk + Copper CRM

  • CloudTalk Copper CRM

    CloudTalk + Copper CRM

    Create Update Company to Copper CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Copper CRM Create Update Company
  • CloudTalk Copper CRM

    CloudTalk + Copper CRM

    Update Company in Copper CRM when New Call is created in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Copper CRM Update Company
  • CloudTalk Copper CRM

    CloudTalk + Copper CRM

    Create Update Opportunity to Copper CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Copper CRM Create Update Opportunity
  • CloudTalk Copper CRM

    CloudTalk + Copper CRM

    Update Opportunity in Copper CRM when New Call is created in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Copper CRM Update Opportunity
  • CloudTalk Copper CRM

    CloudTalk + Copper CRM

    Create Update Person to Copper CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Copper CRM Create Update Person
  • CloudTalk {{item.actionAppName}}

    CloudTalk + {{item.actionAppName}}

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Copper CRM Integrations Work

  1. Step 1: Choose CloudTalk 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 CloudTalk to Copper CRM.

    (2 minutes)

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