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Copper CRM Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Copper CRM account with Appy Pie Connect

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Highest Rated & Award Winning App Integration

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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.

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How to Integrate Copper CRM with Appy Pie Connect

Follow these steps to Integrate Copper CRM:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Copper CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Copper CRM account API key

  6. Your Copper CRM app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Copper CRM Integrations

  • Copper CRM Gmail

    Copper CRM + Gmail

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

    Copper CRM + Gmail

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

    Copper CRM + Gmail

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

    Copper CRM + Google Sheets

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

    Copper CRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Company is created in Copper CRM Read More...
    When this happens...
    Copper CRM New Company
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Copper CRM Google Sheets

    Copper CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Copper CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Here is a list of Copper CRM Triggers and 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.

  • Search for a Company

    Searches for an existing company in copper.Optionally, create one if none are found.

  • Search for a Opportunity

    Searches for an existing opportunity in copper.Optionally, create one if none are found.

  • Search for a Person

    Searches for an existing person in copper.Optionally, create one if none are found.

  • Search for a Project

    Searches for an existing project in copper.Optionally, create one if none are found.

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm

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