Popular Aero Workflow + Copper Workflows
Create Aero Workflow contact for new Copper person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Copper - Aero Workflow integration, anytime a new Copper person is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new Copper company
Create Aero Workflow task for new Copper person
When you create a person in Copper, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new Copper task
All you need to do is - integrate Aero Workflow with Copper to create task in Aero Workflow automatically when certain task occur in Copper. This can save you time by not having to manually create tasks in both systems.
Create Aero Workflow event for new Copper person
Create Aero Workflow task for updated Copper person
Create Aero Workflow event for new Copper company
When Person is changed in Copper > Create task in Aero Workflow
When Person is created in Copper > Check any condition > Create task in Aero Workflow
When Lead is created in Copper > Check any condition > Create task in Aero Workflow
When Person is created in Copper > Check condition > Create contact in Aero Workflow
When Lead is created in Copper > Check condition > Create contact in Aero Workflow
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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
See Aero Workflow IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
See Copper Integrations❤Trusted by 10,000+ Customers
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