Integrate Copper CRM with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Copper CRM and Salesforce Integrations

  • Copper CRM Integration Salesforce Integration

    Copper CRM + Salesforce

    Create Lead to Salesforce from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Salesforce Integration Create Lead
  • Copper CRM Integration Salesforce Integration

    Copper CRM + Salesforce

    Create Custom Object to Salesforce from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Copper CRM Integration Salesforce Integration

    Copper CRM + Salesforce

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

    Copper CRM + Salesforce

    Update Contact in Salesforce when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Salesforce Integration Update Contact
  • Copper CRM Integration Salesforce Integration

    Copper CRM + Salesforce

    Update Custom Object in Salesforce when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Copper CRM + Salesforce 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.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

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

How Copper CRM & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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