Integrations, Zapier & API
Integrations are the building blocks to your CRM success. Find all your tips here.
- 61 Topics
- 149 Replies
Around 20% of our contacts are stale (people have moved companies). How do we periodically (once a month) synchronize all our contacts with LinkedIn, so that their new company etcdetails are updated in Copper? Doing this manually for 20,000 contacts is not feasible. From what I understand Leadjet does this manually and the wrong way round (from LinkedIn to Copper; not automated and query initiated from Copper end into LinkedIn).Is there a solution?
Hi -- I just watched the Coffee with Copper Zoom and I think I heard someone say you can create in invoice in Square and then link it with Copper. Is that correct? And how would you do that please?Creating a Square invoice in Copper will not work for us because we need custom due dates and that is not yet possible, according to the webinar.Many thanks, in advance, for a reply.
Copper is the first CRM to benefit from a fully-functional native integration - approved by Square. Which means you can say goodbye to switching between apps to complete your client order, payment and invoicing workflows. This free forever integration lets you work out of your inbox and seamlessly integrate your invoice processing, so teams can easily manage their own customer payments whilst focusing their time on the most valuable relationships.To read more about how this is going to transform the way you get paid and stay on top of cash flow, check out this article.
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