Here’s a step-by-step guide on how to set up a Zapier connection that creates a new item on a project board whenever an Opportunity is marked as Won in Copper.
To set up this connection, you will need:
- Copper CRM on Professional or Business Tier (admin access required)
- a Monday.com account
- a Zapier account on the Starter pricing tier or above
Ready to get started? Download this Playbook at the link below:
Comment below or post in our forum if you have any questions!