Copper + Podio

Synchronise Copper with Podio

Info
Copper

Copper

Customer Relationship
Info
Podio

Podio

Customer Relationship

Synchronise your Copper customers data with your Podio app.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What are the advantages of Podio?

Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.

Is Podio for small businesses?

Podio's app-building capabilities make it a good fit for smaller organizations that require a high degree of customization—particularly those looking to manage multiple business processes within a single system.

Should I have a Google Suite account to use Copper?

Yes, because Copper is designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact only if you're using Google Suite.

What other features does Copper offer?

You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Connect Copper and Podio

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Copper and Podio easily

Customer Relationship

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.

https://www.copper.com

Customer Relationship

Podio is a project management and social collaboration tool that allows businesses to create custom applications to best meet unique business requirements without the need for technical skills or development resources.

https://podio.com

Questions about the integration?

Request more info on Copper + Podio integration

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