Workflow Automation Integrations
From business to enterprise, Copper CRM offers a comprehensive range of services, such as customer relationship management and customization options.
Sign Up 14-day FREE TrialCopper CRM is a customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.
ZapUp automates your work by merging Triggers (like “New Case”) and Actions (like “Create a Case”) to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Copper CRM helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.
New account
Triggers a new account
New company
Triggers a new company entry
New contact
Triggers an update on any new contact is added
New deal
Triggers an update on any new deal is recorded
New lead
Triggeres when new lead is added
New opportunity
Triggers for the new opportunity
New task
Triggers if new task is added or updated
Create a new account
Creates a new activity
Creates a new company entry
Creates a new contact entry
Create a new deal
Creates a new lead
Creates an opportunity
Creates a new task
Update account details
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