+

CabinPanda and Copper Integration

Copper is a modern model of CRM efficiency built to do all of your work, so you can concentrate on developing long-term customer relationships

Let’s integrate

Let's get you started with Copper integration. It's super easy!

With the CabinPanda and Copper, you can:

Let's get you started with Cabinpanda and Copper integration. You will be able to send your submission data from CabinPanda to Copper.

What you need?

  • CabinPanda account
  • Zapier account (It's Free)
  • Copper account

More about Copper:

Copper is a modern model of CRM efficiency built to do all of your work, so you can concentrate on developing long-term customer relationships

Step by step guide

We will walk you through the steps of integrating with CabinPanda.
1

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

2

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

3

Select Copper and click connect

Select the Copper app and click connect for integration. This will enable integration through Zapier.

Get to know Copper

You still live during the day in your Gmail inbox, keeping up with the influx of clients, associates and other odd emails you keep failing to subscribe with.It's definitely a loud spot, but hey: it's home.You're not used to it.So why not have a crm built for your gmail inbox?if you need something other than conventional gmail crm add-ins, copper (formerly prosperworks) is built around the experience of the g series, while also giving you the ability to manage your leads and deals efficiently.
  • When receive submission
    Triggers when receive subscription
  • Create Person
    Creates a new Person.
  • Create Activity
    Logs a new Activity on a Person, Company, Opportunity, or Lead.
  • Update Company
    Updates a Company depending on the match criteria.
  • Create Company
    Creates a new Company.
  • Create/Update Person
    Creates or Updates a Person depending on the match criteria.
  • Create/Update Lead
    Creates or Updates a Lead depending on the match criteria.
  • Update Opportunity
    Updates an Opportunity based off of a match criteria.
  • Create Opportunity
    Creates a new Opportunity.
  • Update Project
    Updates a Project depending on the match criteria.
  • Create Task
    Creates a new Task.
  • Create Lead
    Creates a new Lead.
  • Associate to Project
    This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
  • Create/Update Company
    Creates or Updates a Company depending on the match criteria.
  • Update Person
    Updates a Person depending on the match criteria.
  • Update Lead
    Updates a Lead depending on the match criteria.
  • Update Opportunity by ID
    Updates an Opportunity based off of Opportunity ID.
  • Create/Update Opportunity
    Creates or Updates an Opportunity based off of a match criteria.
  • Create Project
    Creates a new Project.
  • Create/Update Project
    Creates or Updates a Project depending on the match criteria.
19 Copper Actions

Try CabinPanda

Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses.