Connect Copper and jostle to Build Intelligent Automations

Choose a Trigger

Copper

When this happens...

Choose an Action

jostle

Automatically do this!

Enable Integrations or automations with these events of Copper and jostle

Enable Integrations or automations with these events of Copper and jostle

Triggers

New Company

New Company

Triggers when a new Company is created in Copper.

New Person

New Person

Triggers when a new Person is created in Copper.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created in Copper.

New Lead

New Lead

Triggers when a new Lead is created in Copper.

New Project

New Project

Triggers when a new project is created in Copper.

New Task

New Task

Triggers when a new task is created in Copper.

Actions

Create Project

Create Project

Creates a new project

Create Person

Create Person

Creates a new person

Update Person

Update Person

Updates an existing person

Create Company

Create Company

Creates a new company

Search Company

Search Company

Searches an existing company in copper

Search for a Project

Search for a Project

Searches an existing project in copper

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Frequently Asked Questions

How do I start an integration between Copper and jostle?

To start, connect both your Copper and jostle accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in jostle (or vice versa).

Can we customize how data from Copper is recorded in jostle?

Absolutely. You can customize how Copper data is recorded in jostle. This includes choosing which data fields go into which fields of jostle, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copper and jostle?

The data sync between Copper and jostle typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copper to jostle?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copper and jostle?

Yes, you can set conditional logic to control the flow of data between Copper and jostle. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Copper

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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jostle

About jostle

Jostle brings everyone together and helps each person succeed. We're an employee success platform that's replacing intranets.

Learn More