copper crm

Workflow Automation Integrations

Build Stronger Customer Relationship to Grow Sales

From business to enterprise, Copper CRM offers a comprehensive range of services, such as customer relationship management and customization options.

Customer Relationship Management

Copper 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.

How Does it Work?

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.

flow-inner-integration
Triggers

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

ACTIONS

Create account

Create a new account

Create activity

Creates a new activity

Create company

Creates a new company entry

Create contact

Creates a new contact entry

Create deal

Create a new deal

Create lead

Creates a new lead

Create opportunity

Creates an opportunity

Create task

Creates a new task

Update account

Update account details

Popular ways to use Copper CRM workflows

Copper CRM

Copper CRM
New person

mailchimp

Mailchimp
Add/Update Subscriber

Copper CRM

Copper CRM
Updated Opportunity Stage

gmail

Gmail
Send Email

Copper CRM

Copper CRM
Updated Opportunity Stage

slack

Slack
Send Channel Message

Copper CRM

Copper CRM
Updated Opportunity Stage

xero

Xero
Create/Update Contact

Seamless Integrations of our Apps

Integrate more to empower your business

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