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

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

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

Box lets you keep all your businesses files in one place for simple online collaboration.

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

SugarSync is an easy-to-use file sharing, online backup and cloud storage service you can use to sync music, photos and files across any device. Sync just a few folders or all of your folders. Collaborate on team projects, distribute view-only files, or post links to documents on the web.

SugarSync

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

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive will keep all your files organized and up to date, and with Zapier, you can connect Google Drive to all your other apps. Send notifications, create and update documents, and share files without even opening Google Drive. Use Zapier to make Google Drive even more powerful by automatically managing your files—making sure they’re right where you need them, when you need them.

Here are some creative ways to use Google Drive with Zapier:

Save all your Gmail attachments without having to download them yourself. Zapier will add files to Google Drive in the folder of your choice.

Stay up to date on file sharing while working in Slack. Whenever a specific Drive folder receives a file, you’ll get an Slack notification. 

Organize meeting notes for new clients. When you create a new Trello card, Zapier will search for specific files in Google Drive and attach them to that card.

Google Drive

Looking to avoid the hassle of manual update tasks? This integration can help. Use CandidateZip to automatically extract data from a new resume as soon as it's received as a Google Drive file, then store that information in your Copper account as new person. (Note: The file name must have the word "resume.")

Copper

Google Drive

Create persons in Copper with resume data extracted by CandidateZip from new Google Drive files

Connect Copper + Google Drive in Minutes

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