Copper + Practice Better

Create new Practice Better clients from new Copper companies

Effortlessly organize and manage your client database with this efficient workflow. When a new company is created in Copper, it seamlessly adds a new client in Practice Better. This results in a streamlined process, saving you time, and ensuring your Copper and Practice Better records are always up-to-date and synchronized.

Effortlessly organize and manage your client database with this efficient workflow. When a new company is created in Copper, it seamlessly adds a new client in Practice Better. This results in a streamlined process, saving you time, and ensuring your Copper and Practice Better records are always up-to-date and synchronized.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    Practice BetterPractice Better
    Add Client

    Add a new client to your account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
copper logo
copper logo

About Copper

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

Related categories

  • CRM (Customer Relationship Management)

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practice-better logo
practice-better logo

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

Related categories

  • Scheduling & Booking