Colligso TextIn + Copper CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Colligso TextIn and Copper CRM
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.
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 IntegrationsBest ways to Integrate Colligso TextIn + Copper CRM
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Copper CRM + Colligso TextIn
Get Permission in textin when New Company is created in Copper CRM Read More...When this happens...
New Company
Then do this...
Get Permission
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Copper CRM + Colligso TextIn
Create Customer to textin from New Company in Copper CRM Read More...When this happens...
New Company
Then do this...
Create Customer
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Copper CRM + Colligso TextIn
Create Order to textin from New Company in Copper CRM Read More...When this happens...
New Company
Then do this...
Create Order
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Copper CRM + Colligso TextIn
Get Permission in textin when Updated Company is added to Copper CRM Read More...When this happens...
Updated Company
Then do this...
Get Permission
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Copper CRM + Colligso TextIn
Create Customer from textin from Updated Company to Copper CRM Read More...When this happens...
Updated Company
Then do this...
Create Customer
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Colligso TextIn + Copper CRM without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Person
Triggers when a new person is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Updated Company
Triggers when a existing company is updated.
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Updated Opportunity
Triggers when a existing opportunity is updated.
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Updated Person
Triggers when a existing person is updated.
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Updated Project
Triggers when a existing project is updated.
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Updated Task
Triggers when an existing task is updated.
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Create Customer
Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
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Create Order
Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
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Get Permission
Get opt-in for marketing
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Associate to Project
Relate an existing project to a Copper CRM object.
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Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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Create Company
Creates a new company.
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Create Opportunity
Creates a new Opportunity.
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Create Person
Creates a Person
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Update Company
Creates or Updates a company based on matching criteria.
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Create Update Opportunity
Creates or updates an opportunity depending on matching criteria.
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Create Update Person
Creates or Updates person depending on match criteria.
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Create Update Project
Creates or Updates Project depending on match criteria.
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Update Company
Updates a company depending on the matching criteria.
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Update Opportunity
Updates an opportunity depending on the match criteria.
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Update Person
Updates a person depending on the match criteria.
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Update Project
Updates a project depending on the match criteria.
How Colligso TextIn & Copper CRM Integrations Work
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Step 1: Choose Colligso TextIn as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Copper CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Colligso TextIn to Copper CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
