Autotask + Copper

Create opportunities in Autotask for updated companies in Copper

Effortlessly stay on top of your sales pipeline with this Copper and Autotask integration. Whenever a company is updated in Copper, this workflow will create a new opportunity in Autotask, helping you keep track of potential deals without manual data entry. Streamline your sales process and ensure no opportunities are missed with this seamless automation.

Effortlessly stay on top of your sales pipeline with this Copper and Autotask integration. Whenever a company is updated in Copper, this workflow will create a new opportunity in Autotask, helping you keep track of potential deals without manual data entry. Streamline your sales process and ensure no opportunities are missed with this seamless automation.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    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.
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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.
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  • CRM (Customer Relationship Management)

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