Copper CRM + Neto Integrations

Integrate Copper CRM with Neto to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Copper CRM to Neto integration helps boost your business’ efficiency.

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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.

About Neto

Neto is a cloud-based retail management solution that comes with modules, such as point of sale (POS), inventory management, customer management and reporting. It enables retailers to sell their products through different channels, including online (via an e-commerce platform) and offline (using point of sale).

Neto Integrations
Connect Copper CRM + Neto in easier way

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

  • Triggers
  • 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
  • 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 March 14,2023 02:59 pm