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Bind ERP + Copper

Add new Copper leads as prospects in Bind ERP

Effortlessly streamline your lead management process with this Copper and Bind ERP integration. Whenever a new lead is added in Copper, this workflow will create a prospect in Bind ERP, saving you time and ensuring consistency across your sales and operations teams. Stay organized and efficient by automating this essential task.

Effortlessly streamline your lead management process with this Copper and Bind ERP integration. Whenever a new lead is added in Copper, this workflow will create a prospect in Bind ERP, saving you time and ensuring consistency across your sales and operations teams. Stay organized and efficient by automating this essential task.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Bind ERPBind ERP
    Create Prospect

    Creates a new prospect.

    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 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
bind-erp logo
bind-erp logo

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

  • Accounting
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.
Learn moreHelp

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