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Overview
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Automations
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Works with Copper CRM

Ready to take Copper CRM to the next level?

Premier Partner

Built and managed-for-you Copper CRM automations & integrations.

Integrating Copper CRM with QBO, PandaDoc, Asana, Dialpad, Airtable, and Help ScoutCopper CRM Logo
Who It's For

Premier Partner
is for you if...

You've set up your Copper CRM foundation with best practices
Your team is spending hours doing the same processes over and over and you'd like to learn how to save time with automation
You're frustrated with tools like Zapier because the integrations you've tried building aren't working how you want
You're able to allocate a monthly budget to keep your automations running smoothly
We Love & Use

Software we've integrated
with Copper CRM

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online

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 in Copper 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.
Copper Logo Floating
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.
Copper Logo Floating
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your First Meeting Straight from Copper

Send a calendar invite with just a few clicks without leaving Copper.
Copper Logo Floating
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.
Copper Logo Floating
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.
Copper Logo Floating
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.
Copper Logo Floating
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online)
🏆 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.
Copper Logo Floating
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.
Copper Logo Floating
(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
Premier Partner
“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 I have found a long-term solution.”
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?

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Alex Bass, Copper CRM Consultant And Process + Automation Specialist Headshot (Copper Partner)

Hi there! I'm Alex.

I’ve been helping businesses with their processes & automation for 10 years. I used to work with every software imaginable, but after using Copper for over 6 years and learning the ins-and-outs of the product, I have grown to love it. So much in-fact that over the past 5 years I niched down my business to only support other Copper lovers to get the most out of their CRM.

I even ran my business out of the Copper HQ in San Francisco for 3 months (just before COVID hit), working alongside their customer success team to intimately learn the needs of their customers.

Whether you’re looking to just make Copper a more effective communication tool, or you want help processizing and automating your entire business, my team and I are here to help.

The industries we've worked most with are SaaS, Consultants, Construction, Marketing Agencies, and Online Education businesses, among others.

Alex Bass, Copper CRM Consultant And Process + Automation Specialist Headshot
Alex Bass
Founder, Efficient App & CyberBytes
Question And Answer Icon

Why hire a Copper CRM Consultant?

Request Pricing

I'm already using Zapier for my integrations. What does your team use?

We use a variety of tools. Zapier is one tool that we use as the platform to build integrations atop of. That said, our zaps can often range from 10-42+ steps and often require custom coding, intermediary databases, and custom webhooks.

Can't I do this on my own?

Creating integrations is like solving a puzzle, you need to account for edge-cases and the logic of how you'd like the automation to run. Watch this video where we speak more about what troubles we commonly find our clients run into when attempting to create their own automations.

Am I ready for automation and integrations?

It depends! If you have a brand new process, then the answer is no — it's too early as your processes may change. On the other hand, if you're been following the same process over and over for months and it's taking up a lot of time and you're willing to invest financially to create a comprehensive integration solution then you're ready to automate! Get in touch.

What size companies do you typically work with?

All sizes! We most commonly work with companies that are bringing in anywhere between $1-5M/yr in revenue just because at that size, you're likely to have repeatable systems and processes that can be automated.

Ready to get started?

Request Pricing
Not yet ready to start automating?

Let's build your foundation!

Complete Package
“Within the first week of launching our new Copper processes, we received a request for a new project and that alone could easily pay for our entire investment with you!”
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“We are so happy to have our CRM up and running, this is great! Just signing into Copper and seeing everything there is exactly what we were hoping to do!

Within the first week of launching our new Copper processes [that you’ve helped us build], we received a request for a new project and that alone could easily pay for our entire investment with you!

Your assessment process and overall communication was fantastic, with a perfect blend of email, recorded videos, and live online meetings. Thank you for everything!”
Warren Hardy
Sr. Account Manager
PMR (Manufacturer)
Complete Package
“Efficient App has made a huge impact on the way I look at my business operations and scaling!”
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“Before Efficient App, we weren't using a proper CRM, so following up with potential customers was a difficult and messy process.

The team helped us map our sales, onboarding, and project management processes to Copper, making it the central hub of our business for the past 6+ years. We have no idea how we functioned before having Copper!

Since then, they've recommended and have helped us implement Outfunnel, PandaDoc, and Help Scout, along with custom integrations and automation for our specific business processes. Their pragmatic software integrations are really helpful and are making a huge impact on the way I look at my business operations and scaling.
Brian Marek
Founder & CEO
Northtowns Remodeling (Home Services)
Brian Marek (Northtowns Remodeling Corp.) Headshot
Complete Package
“Our biz-dev efforts are alot better as a result”
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“The first time I set up Copper for a creative agency, I did it alone and pushed through with online tutorials and support forums. It was an okay outcome. The second time, I hired Efficient App to help me. It has been a GREAT outcome ever since. With their help we have improved our pipeline structures and how we manage leads/clients. Just this improvement alone has been worth it.

They also introduced us to Copper-integration tools that have helped us find and track leads. Our biz-dev efforts are a lot better as a result.

It's been nice having their support when I have questions or ideas to try. They are responsive and quick to roll up their sleeves to find solutions. We haven't fully utilized the magic of their marketing/communication automation service yet, but that is our likely next step. Looking forward to it.”
James Keblas
Head of Business Development
All Is Well (Motion Pictures & Film)
Complete Package
“Everything is now running perfectly!”
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“Alex and team came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend Efficient App!”
David Laderberg
Vice President
SmartCharge America (Electric Vehicle)
David Laderberg (Smart Charge America) Headshot

What do you say?

Request Pricing
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