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

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

DocSend

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Copper

Formstack Documents

Copper

Formstack Documents

Copper + Formstack Documents Integrations

Popular Ways to Connect Copper and Formstack Documents

Merge Copper opportunities with updated stages into WebMerge documents

Populate documents in WebMerge for new opportunities in ProsperWorks

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How Copper + Formstack Documents Integrations Work

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