Copper + Toodledo Integration

Connect Copper to Toodledo - Automate your workflows in 1-click

Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Toodledo automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Copper & Toodledo using Integrately.

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Ready Workflows For Copper + Toodledo Integration

Just click on the workflow you want to automate

Create Toodledo task for new Copper person

Copper and Toodledo 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 Toodledo? 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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Create Toodledo 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. Toodledo is a great tool for this.

All you need to do is - integrate Toodledo with Copper to create task in Toodledo 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 Toodledo task for updated Copper person

Copper + Toodledo Integration

Activate

When Person is changed in Copper > Create a new task in Toodledo

When Person is changed in Copper then Create a new task in Toodledo

Activate

When Person is created in Copper > Check any condition > Create a new task in Toodledo

Copper + Toodledo Integration

Activate

When Lead is created in Copper > Check any condition > Create a new task in Toodledo

Copper + Toodledo Integration

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Create Your Own Copper & Toodledo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Copper
Triggers the automation whenever a new lead is created
Instant
Lead is changed in Copper
Triggers the automation whenever a lead is updated
Instant
Person is created in Copper
Triggers the automation whenever a new person is created
Instant
Person is updated in Copper
Triggers the automation whenever a person's details are changed
Instant
Opportunity is updated in Copper
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is created in Copper
Triggers the automation whenever any opportunity is updated
Instant
Activity is created in Copper
Triggers the automation whenever a new activity is created
Instant
Company is updated in Copper
Triggers the automation whenever the company's profile is updated
Instant
Company is created in Copper
Triggers the automation whenever a new company is created
Instant
Task is created in Copper
Triggers the automation whenever a new task is created
Instant
Task is updated in Copper
Triggers the automation whenever any task is modified
Instant
Project is created in Copper
Triggers the automation whenever a new project is created
Instant
Project is updated in Copper
Triggers the automation whenever any project is changed
Instant
New task is created in Toodledo
Task is marked completed in Toodledo
Automatically creates a new appointment task
Task is assigned to a context in Toodledo
Triggers the automation whenever any task is marked completed
New starred task is added in Toodledo
Triggers the automation whenever a new task is created
New task is added in a folder in Toodledo
Triggers the automation whenever a task is assigned to a context
New note is created in Toodledo
Triggers the automation whenever a new starred task is added
New folder is created in Toodledo
Triggers the automation whenever a new note is created
New context is created in Toodledo
Triggers the automation whenever a new folder is created

Create lead in Copper
Automatically generates new leads for potential customers
Update lead in Copper
Automatically updates the lead information
Search lead in Copper
Automatically retrieves information for a particular lead
Create person in Copper
Automatically generates a new person
Update person in Copper
Automatically updates the information of a person
Search person in Copper
Automatically retrieves information about a person
Create activity in Copper
Automatically generates a new activity or task
Create task in Copper
Automatically creates a new task
Search opportunity in Copper
Automatically searches for a opportunity
Create opportunity in Copper
Automatically creates a new instance of the support system
Update opportunity in Copper
Automatically updates the opportunity details as needed
Search company in Copper
Automatically find information about a company
Create company in Copper
Automatically generates a new company profile with given details
Update company in Copper
Automatically updates company information
Create project in Copper
Automatically creates a new project
Update project in Copper
Automatically updates project information
Search project in Copper
Automatically searches for a project
Create a new task in Toodledo
Triggers the automation whenever a new context is created
Create a new context in Toodledo
Automatically creates a new folder
Create a new note in Toodledo
Automatically creates a new task
Create a new folder in Toodledo

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Copper & Toodledo In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Copper or Toodledo 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

Toodledo combines the best of organizational apps with the simplicity of a notepad. Use it to create lists, notes, reminders, and checklists for work, school, home, and play. It's fast and easy to use all day long.

See Toodledo Integrations

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Copper + Toodledo Integration

Connect Copper to Toodledo - Automate your workflows in 1-click

Ready Workflows For Copper + Toodledo Integration

Create Toodledo task for new Copper person

Create Toodledo task for new Copper task

Create Toodledo task for updated Copper person

When Person is changed in Copper > Create a new task in Toodledo

When Person is created in Copper > Check any condition > Create a new task in Toodledo

When Lead is created in Copper > Check any condition > Create a new task in Toodledo

Create Your Own Copper & Toodledo Integration Without Any Code

Integrate Copper & Toodledo In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Copper + Toodledo Integration

Connect Copper to Toodledo - Automate your workflows in 1-click

Ready Workflows For Copper + Toodledo Integration

Create Toodledo task for new Copper person

Create Toodledo task for new Copper task

Create Toodledo task for updated Copper person

When Person is changed in Copper > Create a new task in Toodledo

When Person is created in Copper > Check any condition > Create a new task in Toodledo

When Lead is created in Copper > Check any condition > Create a new task in Toodledo

Create Your Own Copper & Toodledo Integration Without Any Code

Integrate Copper & Toodledo In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Copper & Toodledo In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.