Integrate Copper with TeamGrid
Send information between Copper and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in TeamGrid.
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
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Project created
Triggers when a new project is created
Task completed
Triggers when task is completed
Project completed
Triggers when a project is completed
Contact created
Triggers when a new contact is created
Task created
Triggers when a task is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
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 project
Creates a new project
Create task
Creates a new task
Complete project
Completes an existing 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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
