ConnectWise Manage + Copper

Update ConnectWise Manage contacts when companies are updated in Copper

Keep your Copper and ConnectWise Manage records up-to-date with this seamless workflow. When a company is updated in Copper, this automation swiftly creates a contact in ConnectWise Manage, ensuring consistent information across both platforms. Simplify your work processes and maintain accurate data effortlessly with this efficient integration.

Keep your Copper and ConnectWise Manage records up-to-date with this seamless workflow. When a company is updated in Copper, this automation swiftly creates a contact in ConnectWise Manage, ensuring consistent information across both platforms. Simplify your work processes and maintain accurate data effortlessly with this efficient integration.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    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