Integrate Copper with Producteev

Send information between Copper and Producteev automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create tasks in Producteev as tasks are initiated in Copper

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Producteev each time a new task is created in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task in Producteev.
+

Create tasks in Producteev as tasks are initiated in Copper

Copper + Producteev

Build your own integrations between Copper and Producteev

Connect Copper and Producteev with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Producteev using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead updated

Triggers when any detail of an existing lead is updated

Task added

Triggers when a new task is added

Person added

Triggers when a new person is added

Opportunity created

Triggers when a new opportunity is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Person updated

Triggers when any detail of an existing person is updated

New Task

Triggers when a new task is created

New Network

Triggers when a new network is created

New Project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create activity

Creates a new activity for a person, company, opportunity, or lead

Add person

Adds a new person

Create company

Creates a new company

Create or update lead

Creates or updates the details of a lead

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Update project

Updates the details of an existing project

Update person

Updates the details of an existing person

Update opportunity

Updates the details of an existing opportunity

Update company

Updates the details of an existing company

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

Create Task

Creates a new task

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

What is Producteev?

Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY