BaseLinker + Copper Integration

If you're a small business owner who uses BaseLinker to manage your finances, you may be wondering if there's a way to automatically create a company profile in Copper whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Copper and BaseLinker!

If you use BaseLinker to manage your invoice, you can also use Copper to create and manage task associated with those invoice. Creating a task in Copper will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

As an online store owner, you're likely using BaseLinker to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate BaseLinker with Copper? This integration will allow you to automatically create a person for each new order in Copper.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.