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Video
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Integrate

 Your Apps &

Automate

 Your Business

Copper

Copper

Copper + QuickBooks Online

QuickBooks Online

Never manually create an invoice again

Automate Invoice Creation & Keep Contacts In-Sync
Automate Invoice Creation & Keep Contacts In-Sync
Video Overview

Copper

 + 

QuickBooks Online

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.
Document Icon

Copper

 + 

QuickBooks Online

 = Video Transcript

and see what you can

automate in 

QuickBooks Online

  1. When an Opportunity changes stages, automatically create the contact within your accounting software, generate an invoice and send it
  2. When the invoice is sent, the invoice info and link is logged as an activity within your CRM
  3. When payment is made, that payment information is logged as an activity within your CRM
MasterClass LogoNEAR LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo
it's time

get rid of your out-of-date

manual 

Copper

 processes

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.

Companies that use our CRM integrations report saving 25-120+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate in 

QuickBooks Online

  1. When a Opportunity changes stages in Copper, automatically create the contact within QuickBooks Online, generate an invoice and send it
  2. When the invoice is sent, the invoice info and link is logged as an activity within Copper
  3. When payment is made, that payment information is logged as an activity within Copper

and see what you can

automate in 

QuickBooks Online

  1. When an Opportunity changes stages, automatically create the contact within your accounting software, generate an invoice and send it
  2. When the invoice is sent, the invoice info and link is logged as an activity within your CRM
  3. When payment is made, that payment information is logged as an activity within your CRM
We Love & Use

Apps we love integrating

Copper

 with

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online (QBO)

Automatically create invoices & sync payments
PandaDoc Integration with Copper CRM

PandaDoc

Automatically create & send proposals + log document activity
Dialpad Integration with Copper CRM

Dialpad

Automatically log calls & text messages
Help Scout Integration with Copper CRM

Help Scout

Automatically log & track support desk activities
Asana Integration with Copper CRM

Asana

Automatically create projects & tasks upon winning a deal
Airtable Integration with Copper CRM

Airtable

Automatically connect your data to Airtable
Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
Efficient App Logo (Large Padding)

Efficient App

Automatically send personalized emails upon stage change
+ Many Others
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Copper

 Automations

Start Here
01

Automatically Get Your Leads Into 

Copper

Never worry about manually entering your leads into 
Copper
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Copper
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Copper

Send a calendar invite with just a few clicks without leaving 
Copper
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Copper

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Copper
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Copper
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Copper
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Copper

 Automations

Start Here
01

Automatically Get Your Leads Into 

Copper

Never worry about manually entering your leads into 
Copper
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Copper
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Copper

Send a calendar invite with just a few clicks without leaving 
Copper
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Copper

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Copper
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Copper
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Copper
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take 

our

 word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Request Pricing
Copper Partner

Automate Your Business

Copper

App Data Syncing Integration & Automation

QuickBooks Online

CRM
Accounting
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”

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