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Copper + Teamwork Desk

Create Teamwork Desk customers from new Copper companies

Easily streamline your customer onboarding process with this Copper and Teamwork Desk integration. Whenever a new company is added in Copper, this workflow will create a new customer in Teamwork Desk, ensuring your support team has all the information they need to provide an exceptional experience. Save time and reduce manual data entry by automating the connection between your CRM and help desk systems.

Easily streamline your customer onboarding process with this Copper and Teamwork Desk integration. Whenever a new company is added in Copper, this workflow will create a new customer in Teamwork Desk, ensuring your support team has all the information they need to provide an exceptional experience. Save time and reduce manual data entry by automating the connection between your CRM and help desk systems.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    Teamwork DeskTeamwork Desk
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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

About Copper

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

Related categories

  • CRM (Customer Relationship Management)

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teamwork-desk logo

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Related categories