We have carefully collected all of the companies that extract data from Copper CRM and can connect it to your Quickbooks so you have more options to choose from.
We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a customer
(Quickbooks) when a new person created in Copper CRM
2
Add a customer
(Quickbooks) when a new company added in Copper CRM
3
Add a customer
(Quickbooks) when a new opportunity created in Copper CRM
4
Add a customer
(Quickbooks) when a new lead in Copper CRM
5
Add a customer
(Quickbooks) when a new task added in Copper CRM
6
Create or update a vendor
(Quickbooks) when a new person created in Copper CRM
7
Create or update a vendor
(Quickbooks) when a new company added in Copper CRM
8
Create or update a vendor
(Quickbooks) when a new opportunity created in Copper CRM
9
Create or update a vendor
(Quickbooks) when a new lead in Copper CRM
10
Create or update a vendor
(Quickbooks) when a new task added in Copper CRM
11
Add a refund
(Quickbooks) when a new person created in Copper CRM
12
Add a refund
(Quickbooks) when a new company added in Copper CRM
13
Add a refund
(Quickbooks) when a new opportunity created in Copper CRM
14
Add a refund
(Quickbooks) when a new lead in Copper CRM
15
Add a refund
(Quickbooks) when a new task added in Copper CRM
16
Add an expense
(Quickbooks) when a new person created in Copper CRM
17
Add an expense
(Quickbooks) when a new company added in Copper CRM
18
Add an expense
(Quickbooks) when a new opportunity created in Copper CRM
19
Add an expense
(Quickbooks) when a new lead in Copper CRM
20
Add an expense
(Quickbooks) when a new task added in Copper CRM
21
Create or update an invoice
(Quickbooks) when a new person created in Copper CRM
22
Create or update an invoice
(Quickbooks) when a new company added in Copper CRM
23
Create or update an invoice
(Quickbooks) when a new opportunity created in Copper CRM
24
Create or update an invoice
(Quickbooks) when a new lead in Copper CRM
25
Create or update an invoice
(Quickbooks) when a new task added in Copper CRM
26
Add an item to an invoice
(Quickbooks) when a new person created in Copper CRM
27
Add an item to an invoice
(Quickbooks) when a new company added in Copper CRM
28
Add an item to an invoice
(Quickbooks) when a new opportunity created in Copper CRM
29
Add an item to an invoice
(Quickbooks) when a new lead in Copper CRM
30
Add an item to an invoice
(Quickbooks) when a new task added in Copper CRM
31
Send an invoice
(Quickbooks) when a new person created in Copper CRM
32
Send an invoice
(Quickbooks) when a new company added in Copper CRM
33
Send an invoice
(Quickbooks) when a new opportunity created in Copper CRM
34
Send an invoice
(Quickbooks) when a new lead in Copper CRM
35
Send an invoice
(Quickbooks) when a new task added in Copper CRM
36
Add a payment
(Quickbooks) when a new person created in Copper CRM
37
Add a payment
(Quickbooks) when a new company added in Copper CRM
38
Add a payment
(Quickbooks) when a new opportunity created in Copper CRM
39
Add a payment
(Quickbooks) when a new lead in Copper CRM
40
Add a payment
(Quickbooks) when a new task added in Copper CRM
More integrations
More integrations to Quickbooks
Create a list of all your transactions and double-check them with Quickbooks. Integrating payment providers through automation makes it easy to keep track of everything while you're busy running the business, and accounting teams are often more than happy to help automate their work in return for being able to spend less time on administrative tasks.
With these integrations, possibilities are near limitless and we're excited about sharing this opportunity with you.
If you want to say "welcome" a new Copper customer or send Slack messages every time your sales team closes a deal - all that is possible with automation. You can integrate Copper CRM with pretty much every tool in use on an everyday basis, like documents, billing software and email marketing platforms.