Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Highrise

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Capsule CRM

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Streak

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

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

Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Zapier to automatically create and update leads in Copper whenever one of your online forms is updated. Zapier can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities. 

Here are some creative ways to use Copper with Zapier:

 Make sure your team has all the information they need as soon as it's available. Create or update leads in Copper with info from form entries in Typeform, Wufoo, and other form apps.

 Send an email through Gmail or SendGrid when an opportunity status changes so your team can focus on building relationships, not managing your CRM.

 Make sure your team doesn't miss a beat when it comes to nurturing leads. Send Slack notifications when new leads or opportunities are created in Copper.

Copper

The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!

How this Copper-Proposify integration works

Copper

Proposify

Copper

Proposify

Create new Proposify proposals when Copper deals reach a certain stage

How this Copper-Proposify integration works

Apps involved

Send new Copper contacts to Google Contacts

Create New Copper Leads From Wufoo Forms

Add people to Copper from new Facebook Lead Ads leads

Create Copper leads from new rows on Google Sheets

Add Copper leads for new submissions on Gravity Forms

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