Integrate Colligso TextIn with Copper CRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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Colligso TextIn Integrations

About Colligso TextIn

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.

Colligso TextIn + Copper CRM Quick Connects

Want to explore Colligso TextIn + Copper CRM quick connects for faster integration? Here’s our list of the best Colligso TextIn + Copper CRM quick connects.

Explore quick connects

Connect Colligso TextIn + Copper CRM in easier way

It's easy to connect Colligso TextIn + Copper CRM 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
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.
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.
Get Permission

Get opt-in for marketing
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.

How Colligso TextIn & Copper CRM Integrations Work

Step 1: Choose Colligso TextIn as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Copper CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Colligso TextIn to Copper CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.