ConnectWise Manage + Copper

Create contacts in ConnectWise Manage for new companies in Copper

Effortlessly keep your Copper and ConnectWise Manage contacts up to date with this seamless workflow. When a new company is added to Copper, a contact will be created in ConnectWise Manage, ensuring that your contact information is always synchronized between the two platforms. Save time and improve accuracy by eliminating the need for manual data entry, so you can focus on more important tasks.

Effortlessly keep your Copper and ConnectWise Manage contacts up to date with this seamless workflow. When a new company is added to Copper, a contact will be created in ConnectWise Manage, ensuring that your contact information is always synchronized between the two platforms. Save time and improve accuracy by eliminating the need for manual data entry, so you can focus on more important tasks.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • 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 Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It