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Apply below for a Complimentary Efficiency/Operations Audit. The audit is done over a 30-minute screen share call. We'll review your business processes and discuss where there is the potential to leverage automation.

Learn all things Copper CRM best practices, automation, and integration.

View all the software that we recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

All the software that we have integrated and automated. CRM + Project Management + Help Desk + Database + eSignature + More...

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

Choosing Between Hubspot vs Copper For Your CRM? Watch This First! Video posted on Mar 08, 2023 -

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

There are dozens of hours that can be saved by integrating software.

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

Everything you need to know about the main differences between HubSpot and Copper CRM.

Google Meet + TL;DV Integration—Automatically record Google Meet calls, and highlight just the important timestamps & Take important call notes without ever leaving Google Meet, and have them automatically send to everyone on the call

Outfunnel Review 2024 (Integration & Data Sync): Is Outfunnel worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. A no-code automation platform for mid + large size teams. You can use Make to pass through and manipulate data from one app to another. (Formerly Integromat)

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

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

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

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

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

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

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

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

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

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

Arc Browser + Raycast Integration—Quickly access your history, tabs, and spaces from anywhere on MacOS & Easily jump back into Arc when navigating within other apps on the computer

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

While there are some perks to using Google Calendar's Appointment Scheduler (it's free), there are limitations that leave us recommending to use a tool that was built solely for the job of calendar bookings. Here's how the Google Calendar Appointment Slot Scheduling tool compares to Calendly and Motion.

Google Meet + Fireflies Integration—Record meetings and automatically generate AI meeting notes & Never manually create meeting notes again

QuickBooks Online + BILL Spend & Expense (Divvy) Integration—Automatically sync all of your expenses from Divvy into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Divvy

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

QuickBooks Online + Harvest Integration—Automatically sync clients, invoices, and payments into QuickBooks Online & Automatically reconcile your accounting while using a modern time tracking and invoicing tool

Linear + Dispatch Integration—Seamlessly link Slack threads to Linear and supply status updates in shared channels when Linear Issues are resolved & Easily create Linear Issues and interact with your engineering team without ever leaving Slack

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

Microsoft 365 + 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

QuickBooks Online + Mercury Bank Integration—Automatically sync all of your expenses from Mercury into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Mercury

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

Dialpad Meetings + Fireflies Integration—Record meetings and automatically add AI meeting notes to your CRM & Never manually add your meeting notes to your CRM again

Gmail + Mailman Integration—Mailman monitors all incoming mail, delivering new mail on the schedule you want it & Only allow the people you want in your inbox and take your inbox to zero

QuickBooks Online + Ramp Integration—Automatically sync all of your expenses from Ramp into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Ramp

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

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

NEAR Foundation has given away $45M+ in funding to 800+ projects through a grant deployment program that we automated.

Gmail + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Gmail & Get through your emails in 1/2 the time with 2x the enjoyment

Chromium + Dashlane Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & Seamlessly generate and autofill passwords without ever leaving your browser

Slack + Motion Integration—With the tap of a button, automatically turn Slack messages into tasks on your calendar via Motion & Reduce time spent on manually adding tasks to Motion, stop context switching and get work done on time

Slack + Dispatch Integration—A productivity layer atop Slack, continue using it as you are before, with easy archiving and snoozing & Less distractions and get through your Slack inbox 2x as fast

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

Microsoft 365 + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Outlook & Get through your emails in 1/2 the time with 2x the enjoyment

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

Trello + Zapier Integration—Automate the creation of tasks in Trello from a myriad of software tools with Zapier & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Trello