Copper + TMetric Integration

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Popular Copper + TMetric Workflows

most-popular-automations
Copper + TMetric Integration

Create TMetric project from new Copper company

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Copper, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
Copper + TMetric Integration

Create TMetric 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. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Copper to create task in TMetric 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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Copper + TMetric Integration

Create TMetric task for new Copper person

Copper and TMetric 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 TMetric? 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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TMetric + Copper Integration

Create Copper task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Copper task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Copper. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Copper accounts.
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Copper + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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