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Should we date or work together? (EP. 1) Podcast posted on Sep 05, 2023 -

Copper (CRM)—check out our unfiltered thoughts on Copper and see what you can integrate/automate with Copper. Along with promo codes, vs comparisons, alternative apps, videos, case studies, and related apps.

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

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

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

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

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

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

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

Copper + Zendesk 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

Do you think Copper uses their own CRM for their team? Interesting story there... Lots to unpack as Copper has grown over the years 👀 - Learn what software stack the best companies are using.

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

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

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

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

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