Clinked + Copper Integration

Connect Clinked to Copper - Automate your workflows in 1-click

Make use of Clinked automations to improve team communication and gain real-time visibility into project progress. Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Clinked & Copper using Integrately.
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Ready Workflows For 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

    Triggers the automation whenever a new lead is created

    Instant
  • Copper
    Lead is changed in Copper

    Triggers the automation whenever a lead is updated

    Instant
  • Copper
    Person is created in Copper

    Triggers the automation whenever a new person is created

    Instant
  • Copper
    Person is updated in Copper

    Triggers the automation whenever a person's details are changed

    Instant
  • Copper
    Opportunity is updated in Copper

    Triggers the automation whenever any opportunity is updated

    Instant
  • Copper
    Opportunity is created in Copper

    Triggers the automation whenever any opportunity is updated

    Instant
  • Copper
    Activity is created in Copper

    Triggers the automation whenever a new activity is created

    Instant
  • Copper
    Company is updated in Copper

    Triggers the automation whenever the company's profile is updated

    Instant
  • Copper
    Company is created in Copper

    Triggers the automation whenever a new company is created

    Instant
  • Copper
    Task is created in Copper

    Triggers the automation whenever a new task is created

    Instant
  • Copper
    Task is updated in Copper

    Triggers the automation whenever any task is modified

    Instant
  • Copper
    Project is created in Copper

    Triggers the automation whenever a new project is created

    Instant
  • Copper
    Project is updated in Copper

    Triggers the automation whenever any project is changed

    Instant
2.
  • Clinked
    Create event in Clinked

    Automatically adds a new contact to the contact list

  • Clinked
    Create folder in Clinked

    Automatically creates a new folder in the designated location

  • Clinked
    Create task in Clinked

    Automatically creates a new task

  • Clinked
    Upload file in Clinked

    Automatically uploads a file to the particular location

  • Clinked
    Create group in Clinked

    Automatically creates a new group based on particular criteria

  • Copper
    Create lead in Copper

    Automatically generates new leads for potential customers

  • Copper
    Update lead in Copper

    Automatically updates the lead information

  • Copper
    Search lead in Copper

    Automatically retrieves information for a particular lead

  • Copper
    Create person in Copper

    Automatically generates a new person

  • Copper
    Update person in Copper

    Automatically updates the information of a person

  • Copper
    Search person in Copper

    Automatically retrieves information about a person

  • Copper
    Create activity in Copper

    Automatically generates a new activity or task

  • Copper
    Create task in Copper

    Automatically creates a new task

  • Copper
    Search opportunity in Copper

    Automatically searches for a opportunity

  • Copper
    Create opportunity in Copper

    Automatically creates a new instance of the support system

  • Copper
    Update opportunity in Copper

    Automatically updates the opportunity details as needed

  • Copper
    Search company in Copper

    Automatically find information about a company

  • Copper
    Create company in Copper

    Automatically generates a new company profile with given details

  • Copper
    Update company in Copper

    Automatically updates company information

  • Copper
    Create project in Copper

    Automatically creates a new project

  • Copper
    Update project in Copper

    Automatically updates project information

  • Copper
    Search project in Copper

    Automatically searches for a project

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Integrate Clinked & Copper In 1 Click
And Save Time & Money Both

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