Loading

Copper + FreeAgent CRM

Create app records in FreeAgent CRM for new persons in Copper

Create new records in FreeAgent CRM whenever there's a new person added to Copper with this time-saving workflow. This process ensures an immediate update in FreeAgent CRM, offering a seamless flow of data and removing the need for manual entry. Simplify your client management process and ensure your customer database is always up-to-date.

Create new records in FreeAgent CRM whenever there's a new person added to Copper with this time-saving workflow. This process ensures an immediate update in FreeAgent CRM, offering a seamless flow of data and removing the need for manual entry. Simplify your client management process and ensure your customer database is always up-to-date.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    FreeAgent CRMFreeAgent CRM
    Create App Record

    Creates a new App Record

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Capsule CRM integrationsCapsule CRM integrations

Capsule CRM

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
freeagent-crm logo
freeagent-crm logo

About FreeAgent CRM

FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier