Copper + Zoho Books
Create Zoho Books customers from new Copper leads
Effortlessly manage your contacts between Copper and Zoho Books by using this convenient workflow. When a new lead is added in Copper, it will create a customer in Zoho Books, saving you time and ensuring your records stay up to date. Focus on nurturing your leads while this seamless integration handles the data transfer for you.
Effortlessly manage your contacts between Copper and Zoho Books by using this convenient workflow. When a new lead is added in Copper, it will create a customer in Zoho Books, saving you time and ensuring your records stay up to date. Focus on nurturing your leads while this seamless integration handles the data transfer for you.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Customer
Creates a new customer.
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- 14 day trial for premium features & apps
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.