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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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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 Customer Service Contacts

  • mail

    Copper CRM Email Support

    [email protected] open_in_new

  • chat

    Copper CRM Live Chat Support

    N/A

  • support_agent

    Copper CRM Call Center Support

    1 (415) 231-6360

  • live_help

    Copper CRM Knowledge Base

    N/A

  • forum

    Copper CRM Forum

    N/A

Social Media Support Contacts

Legal Contacts

  • fact_check

    Copper CRM Terms & Conditions

    N/A

  • lock

    Copper CRM Privacy Policy

    N/A

  • verified_user

    Copper CRM Security Policy

    N/A

  • security

    Copper CRM GDPR

    N/A

Other Links

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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 Integration PhoneBurner Integration

    Copper CRM + PhoneBurner

    Create Contact to PhoneBurner from New Company in Copper CRM Read More...
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Copper CRM Integration PhoneBurner Integration

    Copper CRM + PhoneBurner

    Create Update Contact to PhoneBurner from New Company in Copper CRM Read More...
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Copper CRM Integration PhoneBurner Integration

    Copper CRM + PhoneBurner

    Create Contact from PhoneBurner from Updated Company to Copper CRM Read More...
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Copper CRM Integration PhoneBurner Integration

    Copper CRM + PhoneBurner

    Create Update Contact from PhoneBurner from Updated Company to Copper CRM Read More...
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Copper CRM Integration PhoneBurner Integration

    Copper CRM + PhoneBurner

    Create Contact to PhoneBurner from New Opportunity in Copper CRM Read More...
    When this happens...
    Copper CRM Integration New Opportunity
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Copper CRM Integration PhoneBurner Integration

    Copper CRM + {{item.actionAppName}}

    {{item.message}} 1Read More...
    Close
    When this happens...
    Copper CRM Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} Integration {{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 July 01, 2022 5:55 am

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