Integrate Copper with TeamWave
Send information between Copper and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in TeamWave when a new task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Copper
Copper + TeamWave
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Supported triggers and actions
Integrate Copper and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead 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
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Create project
Creates a new project
Update opportunity
Updates the details of an existing opportunity
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Create milestone
Creates a new milestone
Create activity
Creates a new activity
Create project
Creates a new project
Create deal
Creates a new deal
Create task
Creates a new task
Create organization
Creates a new organization
Create event
Creates a new event
Create person
Creates a new person
Create task list
Creates a new task list
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
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.
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What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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