Copper + Paymo Integration

Connect Copper to Paymo in 1 click

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Popular Copper + Paymo Workflows

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Copper + Paymo Integration

Create Paymo task for new Copper person

Copper and Paymo 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 Paymo? 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 + Paymo Integration

Create Paymo 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. Paymo is a great tool for this.

All you need to do is - integrate Paymo with Copper to create task in Paymo 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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Create Your Own Copper & Paymo Integration Without Any Code

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Copper + Paymo 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 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
  • Paymo
    Client is created in Paymo Instant
  • Paymo
    Client is updated in Paymo Instant
  • Paymo
    Task is created in Paymo Instant
  • Paymo
    Task is updated in Paymo Instant
  • Paymo
    Time entry is created in Paymo Instant
  • Paymo
    Time entry is updated in Paymo Instant
  • Paymo
    Report is created in Paymo Instant
  • Paymo
    Report is updated in Paymo Instant
  • Paymo
    Timer is started in Paymo Instant
  • Paymo
    Timer is stopped in Paymo Instant
  • Paymo
    Task list is created in Paymo Instant
  • Paymo
    Task list is updated in Paymo Instant
  • Paymo
    Project is created in Paymo Instant
  • Paymo
    Project is updated in Paymo Instant
  • Paymo
    Invoice is created in Paymo Instant
  • Paymo
    Invoice is updated in Paymo Instant
2.
  • 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
  • Paymo
    Create task in Paymo
  • Paymo
    Update task in Paymo
  • Paymo
    Search task in Paymo
  • Paymo
    Create time entry in Paymo
  • Paymo
    Create client in Paymo
  • Paymo
    Create project in Paymo
  • Paymo
    Create expense in Paymo
  • Paymo
    Create task list in Paymo
  • Paymo
    Create Invoice in Paymo
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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.

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Paymo helps teams and freelancers get organized, manage time and get paid faster. With Paymo, you can create projects and define team members, tasks and subtasks, set task priorities, bill your clients and track time all in one place.

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