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Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

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Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

Stripe + Harvest Integration—Collect ACH and Credit Card payments seamlessly without leaving Harvest & Customers can conveniently pay invoices via credit card and ACH all from one place

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

Chromium + Brave Integration—The same foundation as Google Chrome, Arc, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Google Chrome, Arc, and Edge

Chromium + Arc Browser Integration—The same foundation as Google Chrome, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Chrome, Brave, and Edge

Chromium + Surfe Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & An upgraded LinkedIn experience with your CRM at the front-and-center from any chromium-based browser

Google Calendar + Sunsama Integration—Schedule tasks directly onto your Google Calendar & Upgrade your Google Calendar with tasks from other project managers with Sunsama

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

QuickBooks Online + Gusto Integration—It's as if QuickBooks Online had an actually modern Payroll and HR component & All of your payroll payments and fees automatically synced to QuickBooks Online

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Motion Integration—Automatically trigger the creation of Motion tasks straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Notion + QuickBooks Online Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Airtable + Motion Integration—Automatically trigger the creation of Motion tasks straight from Airtable & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Ironclad Integration—Automatically create and send secure contracts straight from Airtable & Save time, reduce friction, and deliver secure contracts from Airtable effortlessly

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Chromium + Google Chrome Integration—The foundation of Google Chrome, same as Arc, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Arc, Brave, and Edge

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

Dashlane + Google Workspace Integration—Log In to Dashlane with Google SSO & Forget needing to remember additional passwords, simply login to Dashlane with Google

Outlook + Motion Integration—View your tasks from Motion right in your Microsoft Calendar & Automatically time block the tasks you need to get done right onto your Microsoft Calendar