Copper + Halopsa Integration

Connect Copper to Halopsa in 1 click

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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 updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for Copper + Halopsa Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Halopsa + Copper Integration

Create Copper person from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Copper. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Copper integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Copper.

This makes it easy to keep track of your support tickets and persons in one place.
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Automations

Top 10 Most Popular Copper Automations from
Integrately Community

Just click on the workflow you want to automate

Copper logo
SMTP logo
Send SMTP email for new Copper person
Activate
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
Activate
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
Activate
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
Activate
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
Activate
Copper logo
SMTP logo
Send SMTP email for new Copper person
Activate
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
Activate
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
Activate
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
Activate
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
Activate
WordPress logo
Copper logo
Create Copper person for new WordPress user
Activate
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
Copper logo
Ziper logo
Send Ziper message for new Copper task
WordPress logo
Copper logo
Create Copper person for new WordPress user
Activate
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
Copper logo
Ziper logo
Send Ziper message for new Copper task
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
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Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Copper or Halopsa With 1400+ Other Apps

Copper
Copper
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.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.