Copper + Freshservice

Create Freshservice requesters from new Copper leads

Effortlessly keep your sales and support teams in sync with this Copper and Freshservice workflow. When a new lead is added in Copper, this automation will create a requester in Freshservice, ensuring your support team is always up-to-date with the latest contacts. Stay organized and streamline your processes with this time-saving integration.

Effortlessly keep your sales and support teams in sync with this Copper and Freshservice workflow. When a new lead is added in Copper, this automation will create a requester in Freshservice, ensuring your support team is always up-to-date with the latest contacts. Stay organized and streamline your processes with this time-saving integration.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    FreshserviceFreshservice
    Create Requester

    Allows you to create a Requester in Freshservice for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

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  • CRM (Customer Relationship Management)

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freshservice logo
freshservice logo

About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.
Help

Related categories

  • Server Monitoring