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Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

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Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Stripe + Harvest Integration—Collect ACH and Credit Card payments seamlessly without leaving Harvest & Customers can conveniently pay invoices via credit card and ACH all from one place

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

QuickBooks Online + Gusto Integration—It's as if QuickBooks Online had an actually modern Payroll and HR component & All of your payroll payments and fees automatically synced to QuickBooks Online

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

Airtable + Ironclad Integration—Automatically create and send secure contracts straight from Airtable & Save time, reduce friction, and deliver secure contracts from Airtable effortlessly

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

Chromium + Google Chrome Integration—The foundation of Google Chrome, same as Arc, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Arc, Brave, and Edge

Chromium + Surfe Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & An upgraded LinkedIn experience with your CRM at the front-and-center from any chromium-based browser

Google Calendar + Sunsama Integration—Schedule tasks directly onto your Google Calendar & Upgrade your Google Calendar with tasks from other project managers with Sunsama

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Notion + Xero Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Pipedrive + Airtable Integration—An extension of Pipedrive using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + PandaDoc Integration—Automatically populate & send proposals from Pipedrive & Save time, reduce friction, and deliver secure proposals from Pipedrive effortlessly

Chromium + Arc Browser Integration—The same foundation as Google Chrome, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Chrome, Brave, and Edge

Chromium + Brave Integration—The same foundation as Google Chrome, Arc, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Google Chrome, Arc, and Edge

QuickBooks Online + BILL Spend & Expense (Divvy) Integration—Automatically sync all of your expenses from Divvy into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Divvy

Calendly + Pipedrive Integration—Sync booked appointments and question data automatically to Pipedrive & Automatically have all scheduling context and form submission information right within Pipedrive

Google Meet + Fireflies Integration—Record meetings and automatically generate AI meeting notes & Never manually create meeting notes again

QuickBooks Online + Harvest Integration—Automatically sync clients, invoices, and payments into QuickBooks Online & Automatically reconcile your accounting while using a modern time tracking and invoicing tool

Linear + Dispatch Integration—Seamlessly link Slack threads to Linear and supply status updates in shared channels when Linear Issues are resolved & Easily create Linear Issues and interact with your engineering team without ever leaving Slack

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

Pipedrive + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + PandaDoc Integration—Automatically populate & send proposals from Salesforce & Save time, reduce friction, and deliver secure proposals from Salesforce effortlessly