ClientSuccess

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.

When this happens...
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New Contact

Triggers when a new contact is created.

Create Client

Creates a new client.

New Client

Triggers when a new client is added.

Create Engagement Interaction

Creates a new engagement interaction on a client.

New Pulse

Triggers when a new pulse is added to a client.

Create Contact

Creates a new contact within a client.

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Update Person

Updates a Person depending on the match criteria.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

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Become a Zapier Integration Partner

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

See Copper Integrations