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Copper + ForceManager

Create new ForceManager accounts for Copper people with ease

Streamline your sales process by connecting Copper and ForceManager for a seamless experience. With this workflow, every time a new person is added in Copper, an account will be created in ForceManager, saving you time and ensuring consistency across your CRM platforms. This automation helps keep your records up-to-date and makes managing your clients easier.

Streamline your sales process by connecting Copper and ForceManager for a seamless experience. With this workflow, every time a new person is added in Copper, an account will be created in ForceManager, saving you time and ensuring consistency across your CRM platforms. This automation helps keep your records up-to-date and makes managing your clients easier.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    ForceManagerForceManager
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 Company

    Triggers when a new Company is created in Copper.

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

    New Opportunity

    Triggers when an Opportunity is created in Copper.

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

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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forcemanager logo
forcemanager logo

About ForceManager

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

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