- First, you need to register in ApiX-Drive
- Choose what data to transfer from Copper to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Copper to Salesforce CRM
Integration Copper + Salesforce CRM
Connect Copper and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Copper and Salesforce CRM yourself, without programmers
Other available integrations
Copper (245 available connectors)
Salesforce CRM (245 available connectors)
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Automation capabilities of
Copper and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Copper to Salesforce CRM.
Transmit data at specified intervals from Copper to Salesforce CRM.
Data source: Copper, available actions:
- Get POSSIBILITY (new)
- Get POSSIBILITY by stage (new)
- Get COMPANIES (new)
- Get CONTACTS (new)
- Get LEADS (new)
- Get LEADS by stage (new)
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Copper and Salesforce CRM
How is integration of Copper and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Copper with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Copper and Salesforce CRM
Information about Copper
CRM platform Copper provides a wide range of tools for customer base management, lead generation, lead tracking and lead management. It is tightly integrated with Google services, including Gmail, Google Docs, Google Sheets, Google Slides, Google Chrome, Google Drive, Google Calendar, and G Suite. With its help, you can manage sales and automate routine processes, make forecasts and conduct analytics. There are also options for creating a sales funnel and tracking goals. Copper integrates easily with many popular services: Slack, Mailchimp, Xero, Zendesk, Aircall, HubSpot, etc. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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