Copper + FastBill Integration

Connect Copper to FastBill in 1 click

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Popular Copper + FastBill Workflows

Create FastBill contact from new Copper company

If you have created a company in Copper, it's important to create a contact in FastBill. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create FastBill contact for new Copper person

In order to keep your accounting and customer records in sync, when you create a person in Copper, this automation will automatically create a contact in FastBill.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Copper and FastBill!

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Create Your Own Copper & FastBill Integration Without Any Code

Create Custom Workflow

Lead is created in Copper Instant
Lead is changed in Copper Instant
Person is created in Copper Instant
Person is updated in Copper Instant
Opportunity is updated in Copper Instant
Opportunity is created in Copper Instant
Activity is created in Copper Instant
Company is updated in Copper Instant
Company is created in Copper Instant
Task is created in Copper Instant
Task is updated in Copper Instant
Project is created in Copper Instant
Project is updated in Copper Instant

Create lead in Copper
Update lead in Copper
Search lead in Copper
Create person in Copper
Update person in Copper
Search person in Copper
Create activity in Copper
Create task in Copper
Search opportunity in Copper
Create opportunity in Copper
Update opportunity in Copper
Search company in Copper
Create company in Copper
Update company in Copper
Create project in Copper
Update project in Copper
Search project in Copper
Finalize invoice in FastBill
Add revenue in FastBill
Create invoice in FastBill
Create offer in FastBill
Create customer in FastBill

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You Can Also Connect Copper or FastBill With 1200+ Other Apps

Copper 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

Ditch the paperwork! FastBill automates invoicing, receipt management, and bookkeeping for freelancers and small businesses. Create professional invoices, categorize expenses, and gain real-time financial insights - all in one secure platform.

See FastBill Integrations