Copper + Firmao Integration

Connect Copper to Firmao in 1 click

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Popular Copper + Firmao Workflows

Create Copper company for new Firmao customer

Firmao + Copper Integration

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Create Firmao customer for new Copper company

Copper + Firmao Integration

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Create Firmao task for new Copper person

In Copper, when you create a person, it automatically creates a task in Firmao for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Automation

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

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
Create customer in Firmao
Create task in Firmao

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Copper & Firmao In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Copper & Firmao with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Copper & Firmao With 1100+ 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

Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

See Firmao Integrations