Autotask + Copper

Create Autotask opportunities from new Copper companies

Streamline your sales process by connecting Copper and Autotask with this efficient workflow. When a new company is added in Copper, an opportunity will be created in Autotask, helping you stay organized and focused on closing deals. Save time and ensure consistency across your sales pipeline with this seamless automation.

Streamline your sales process by connecting Copper and Autotask with this efficient workflow. When a new company is added in Copper, an opportunity will be created in Autotask, helping you stay organized and focused on closing deals. Save time and ensure consistency across your sales pipeline with this seamless automation.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Help

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  • CRM (Customer Relationship Management)

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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

Related categories

  • CRM (Customer Relationship Management)

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