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You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Pipedrive + Ironclad Integration—Automatically create and send secure contracts straight from Pipedrive & Save time, reduce friction, and deliver secure contracts from Pipedrive effortlessly

HubSpot + Ironclad Integration—Automatically create and send secure contracts straight from HubSpot & Save time, reduce friction, and deliver secure contracts from HubSpot effortlessly

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

Pipedrive + Motion Integration—Automatically trigger the creation of Motion tasks straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Copper + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Pipedrive + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

HubSpot + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Motion Integration—Automatically trigger the creation of Motion tasks straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻 A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there. I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

Help Scout + Asana Integration—Automatically keep track of your support tickets in your project manager & Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Top 6 Daily Planner Apps in 2024 - Best Daily Planner software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Daily Planner software alternative is best for your team in 2023?

HubSpot + Webflow Integration—Automatically add leads to HubSpot, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Webflow Integration—Automatically add leads to Pipedrive, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + PandaDoc Integration—Automatically populate & send proposals from Salesforce & Save time, reduce friction, and deliver secure proposals from Salesforce effortlessly

Copper + Zendesk Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Webflow Integration—Automatically add leads to Copper, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Pipedrive + PandaDoc Integration—Automatically populate & send proposals from Pipedrive & Save time, reduce friction, and deliver secure proposals from Pipedrive effortlessly

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Airtable Integration—An extension of Salesforce using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Pipedrive + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your team’s external communication