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We get questions around automation a lot. Some companies want dive deep into automation too early, while with others — it's clear they should have added automation to their business a long time ago. Here are four signs it's time to automate and two signs that it's better to hold off.

Business Process Automation: 4 Signs It's Time To Automate (& When Not To) Video posted on Sep 14, 2022 -

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Everything We Automate In Our Business Pt. 1 (Outfunnel + Copper + Webflow) Video posted on Oct 26, 2022 -

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

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

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

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

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

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

Airtable + Outfunnel Integration—Send automated emails straight from Airtable & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

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

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Pipedrive + Outfunnel Integration—Send automated emails straight from Pipedrive & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Top 7 Automation Software & Tools in 2024 - Best Automation software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Automation software alternative is best for your team in 2023?

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

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

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

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

folk + Zapier Integration—Automate the creation of contacts in Folk from a myriad of software tools with Zapier & Automate the creation of contacts in your CRM when action is taken in other software

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

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

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

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

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

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

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

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

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

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

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

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

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 + 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

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

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

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

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

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

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

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

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

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

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

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

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

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

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