Integrating Copper CRM with CloudTalk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Copper CRM and CloudTalk
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20 Million man hours saved
Award Winning App Integration Platform
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 CloudTalk
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
Integrations for CloudTalkIt's easy to connect Copper CRM + CloudTalk without coding knowledge. Start creating your own business flow.
- Triggers
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New CompanyTriggers 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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New CallTriggers when call is made via CloudTalk.
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New Contact
Triggers when a contact is created or updated in CloudTalk.
- Actions
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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.
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Create Contact
Create a contact.
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Update Contact
Update an existing contact.
How Copper CRM & CloudTalk Integrations Work
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Step 1: Choose Copper CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick CloudTalk 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 Copper CRM to CloudTalk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.