Integrate Copper with TeamGrid

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

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Create a new task in TeamGrid each time a new task is created in Copper

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to TeamGrid every time a new task is added 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 TeamGrid.
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Create a new task in TeamGrid each time a new task is created in Copper

Copper + TeamGrid

Build your own integrations between Copper and TeamGrid

Connect Copper and TeamGrid with over 800+ 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 TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

Task created

Triggers when a task is created

Task completed

Triggers when task is completed

Contact created

Triggers when a new contact is created

Project completed

Triggers when a project is completed

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

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

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Create task

Creates a new task

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing 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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

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Logic

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

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Custom functions

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

Learn more >

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Technical Engineer, Master Liveaboards

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