Clinked + Copper Integration

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Copper + Clinked Integration

Create Clinked event for new Copper task

Copper is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Copper - Clinked integration to automatically populate your Clinked.

When a task is created in Copper, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Copper and Clinked accounts in a matter of minutes.
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Copper + Clinked Integration

Create Clinked task for new Copper person

Copper and Clinked are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Copper, do you also create a task in Clinked? 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.
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Copper + Clinked Integration

Create Clinked task for new Copper task

Copper provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Copper. Clinked is a great tool for this.

All you need to do is - integrate Clinked with Copper to create task in Clinked automatically when certain task occur in Copper. This can save you time by not having to manually create tasks in both systems.
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Clinked + Copper Integration
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is changed in Copper Instant
  • Copper
    Opportunity is changed in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is changed in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is changed in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is changed in Copper Instant
2.
  • Clinked
    Create event in Clinked
  • Clinked
    Create folder in Clinked
  • Clinked
    Create task in Clinked
  • Clinked
    Upload a file in Clinked
  • Clinked
    Create group in Clinked
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
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