Intégration Copper + Hipcall

Copper

Le cuivre est un logiciel CRM de productivité pour les petites entreprises conçu pour capturer les prospects et les contacts directement à partir de Gmail.

Lorsque cela se produit (déclencheurs)

Effectuer ceci (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Copper
New Project
Triggers when a new project is created
Copper
New Lead
Triggers when a new lead is created
Copper
New Person
Triggers when a new person is created
Copper
New Company
Triggers when a new company is created
Copper
New Opportunity
Triggers when a new opportunity is created
Copper
New Task
Triggers when a new task is created
Copper
Updated Opportunity
Triggers when an opportunity is changed
Copper
Updated Lead
Triggers when a lead is changed
Copper
Updated Person
Triggers when a person is changed
Copper
Updated Company
Triggers when a person's company is changed
Copper
Updated Project
Triggers when a project is changed
Copper
Updated Task
Triggers when a task is changed
Copper
Create Project
Creates a new project.
Copper
Create Person
Creates a new contact.
Copper
Create Task in Project
Creates a new task in a project.
Copper
Create Lead
Creates a new lead.
Copper
Create Opportunity
Creates an opportunity.
Copper
Create Company
Creates a new company.
Copper
Update Project
Updates a project.
Copper
Update Person
Updates contact.
Copper
Update Opportunity
Updates an opportunity.
Copper
Update Lead
Updates a lead.
Copper
Update Company
Updates a company.
Copper
Fetch a Project By ID
Retrieves the project details by it's id
Copper
Fetch a Task by ID
Retrieves the task details by it's id
Copper
Fetch an Opportunity by ID
Retrieves details of Opportunity by it's id
Copper
Fetch a Company by ID
Retrieves the company details by it's id
Copper
Fetch a Person by ID
Retrieves the person details by it's id
Copper
Fetch a Lead by ID
Retrieves the lead details by it's id
Copper
Create Task
Creates a new task.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.