Integrate Copper CRM with ProfitWell

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

  • No code
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  • Lightning Fast Setup
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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 ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

ProfitWell Integrations

Best Copper CRM and ProfitWell Integrations

  • Copper CRM Integration ProfitWell Integration

    Copper CRM + ProfitWell

    Add Customer in ProfitWell when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    ProfitWell Integration Add Customer
  • Copper CRM Integration ProfitWell Integration

    Copper CRM + ProfitWell

    Churn Subscription in ProfitWell when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    ProfitWell Integration Churn Subscription
  • Copper CRM Integration ProfitWell Integration

    Copper CRM + ProfitWell

    Get Customer Info in ProfitWell when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    ProfitWell Integration Get Customer Info
  • Copper CRM Integration ProfitWell Integration

    Copper CRM + ProfitWell

    Upgrade or Downgrade Subscription in ProfitWell when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    ProfitWell Integration Upgrade or Downgrade Subscription
  • Copper CRM Integration ProfitWell Integration

    Copper CRM + ProfitWell

    Add Customer in ProfitWell when Updated Company is added to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    ProfitWell Integration Add Customer
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

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

It's easy to connect Copper CRM + ProfitWell 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.

  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & ProfitWell Integrations Work

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

    (2 minutes)

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