ClientSuccess + Copper Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect ClientSuccess and Copper, with as many as 216 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect ClientSuccess + Copper and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new contact is created.
Creates a new client.
Triggers when a new client is added.
Creates a new engagement interaction on a client.
Triggers when a new pulse is added to a client.
Creates a new contact within a client.
Triggers when an Opportunity's status is changed.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
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