Copper + SuperOffice CRM

Create appointments in SuperOffice CRM for new persons in Copper

Effortlessly manage your contacts with this Copper and SuperOffice CRM integration. Whenever a new person is added in Copper, this workflow instantly creates a new person in SuperOffice CRM, ensuring you stay organized and up-to-date with your contacts at all times. Say goodbye to manually transferring data between the two platforms and save valuable time.

Effortlessly manage your contacts with this Copper and SuperOffice CRM integration. Whenever a new person is added in Copper, this workflow instantly creates a new person in SuperOffice CRM, ensuring you stay organized and up-to-date with your contacts at all times. Say goodbye to manually transferring data between the two platforms and save valuable time.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    SuperOffice CRMSuperOffice CRM
    Create Appointment

    Creates a new appointment.

    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
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.
Help

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  • CRM (Customer Relationship Management)

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superofficecrm logo
superofficecrm logo

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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