Integrazione Copper + Hipcall

Copper è un software CRM per la produttività per le piccole imprese progettato per catturare lead e contatti direttamente da Gmail.

Quando ciò accade (trigger)

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.

New Project
Triggers when a new project is created

New Lead
Triggers when a new lead is created

New Person
Triggers when a new person is created

New Company
Triggers when a new company is created

New Opportunity
Triggers when a new opportunity is created

New Task
Triggers when a new task is created

Updated Opportunity
Triggers when an opportunity is changed

Updated Lead
Triggers when a lead is changed

Updated Person
Triggers when a person is changed

Updated Company
Triggers when a person's company is changed

Updated Project
Triggers when a project is changed

Updated Task
Triggers when a task is changed

Create Project
Creates a new project.

Create Person
Creates a new contact.

Create Task in Project
Creates a new task in a project.

Create Lead
Creates a new lead.

Create Opportunity
Creates an opportunity.

Create Company
Creates a new company.

Update Project
Updates a project.

Update Person
Updates contact.

Update Opportunity
Updates an opportunity.

Update Lead
Updates a lead.

Update Company
Updates a company.

Fetch a Project By ID
Retrieves the project details by it's id

Fetch a Task by ID
Retrieves the task details by it's id

Fetch an Opportunity by ID
Retrieves details of Opportunity by it's id

Fetch a Company by ID
Retrieves the company details by it's id

Fetch a Person by ID
Retrieves the person details by it's id

Fetch a Lead by ID
Retrieves the lead details by it's id

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.