Copper 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Copper

Align sales and marketing

Align sales and marketing
Streamline order to cash
Centralize your databases
Improve customer support

Why these integrations and automations matter:

Don’t lose out on valuable sales and marketing data that can inform outreach. Use Workato integrations to share data across teams and increase conversion rates.
Sync lead data

Sync new leads in Copper from apps like Marketo or HubSpot. With Workato, it’s also easy to sync custom objects and engagement data that would otherwise be lost. Automatically enrich leads with tools like Clearbit and ZoomInfo.
Follow up with leads

Enrich leads and send that information to sales in real-time using communication tools like Slack or Microsoft Teams. Route leads between platforms based on location, company size, or any other lead attribute. Workato integrations also let you add a button within Slack to disqualify or short-list leads.

Do everything in one place

Triggers

When this happens…

Copper

New/updated record
New/updated record in Copper

Any other trigger you can think up

Actions

Do this…

Copper

Create record
Create record in Copper
Custom action
Custom action in Copper
Delete record
Delete record in Copper
Get record details
Get details of specific record in Copper
Search records
Search for records in Copper
Update record
Update record in Copper
Upsert record
Upsert record in Copper

Any other action you can think up

Let us tailor your Copper integrations

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.

사용 가능한 수천 개의 템플릿 제공
지능형 자동화로 업무를 가속화하세요.
더 빠르게 해보세요
봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

Copper 통합 소개

Copper is a CRM that helps you effectively manage your leads and better serve your customers. This platform gives you a comprehensive look into sales, customer service, marketing, and more. Copper is also the best suited CRM for GSuite and Chrome, so you can work directly out of your inbox.

Copper 통합 방법

Communicate across teams, speed up your sales cycle, and effectively close deals.
Enhance customer information, personalize AI, and increase engagement.
Use chat and CRM data to enhance slides, sheets, or documentation.