Copper + Toodledo Integration

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Copper + Toodledo Integration

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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Copper + Toodledo Integration

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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Copper + Toodledo 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
  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo
  • Toodledo
    Task is assigned to a context in Toodledo
  • Toodledo
    New starred task is added in Toodledo
  • Toodledo
    New task is added in a folder in Toodledo
  • Toodledo
    New note is created in Toodledo
  • Toodledo
    New folder is created in Toodledo
  • Toodledo
    New context is created in Toodledo
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
  • Toodledo
    Create a new task in Toodledo
  • Toodledo
    Create a new context in Toodledo
  • Toodledo
    Create a new note in Toodledo
  • Toodledo
    Create a new folder in Toodledo
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