Popular ChargeOver + Copper Workflows
Create ChargeOver contact for new Copper person
When Contact is created in ChargeOver > Search person in Copper > Check any condition > Create person in Copper
When Contact is created in ChargeOver > Search person in Copper > Check any condition > Create lead in Copper
When Contact is created in ChargeOver > Search lead in Copper > Check any condition > Create person in Copper
When Contact is created in ChargeOver > Search lead in Copper > Check any condition > Create lead in Copper
When Customer is created in ChargeOver > Search person in Copper > Check any condition > Create person in Copper
When Customer is created in ChargeOver > Search person in Copper > Check any condition > Create lead in Copper
When Customer is created in ChargeOver > Search lead in Copper > Check any condition > Create person in Copper
When Customer is created in ChargeOver > Search lead in Copper > Check any condition > Create lead in Copper
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ChargeOver is a billing platform that provides an easy-to-use interface to create, manage, and optimize all your billing workflows. Just get rid of tedious recurring billing tasks and focus on delighting your customers and growing your business.
See ChargeOver 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.
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