Agile CRM Beta

Copper Beta


Integrate Agile CRM with Copper
when a deal reaches a specific milestone you choose in agile crm , creates a new Lead in Copper.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Copper?

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



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Copper as your action app and select an event
  • Map the fields from Agile CRM to Copper by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new Lead in Copper.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates or Updates a Lead depending on the match criteria in Copper.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new Person or, optionally, updates an existing Person See the in Copper.

Coming soon