Connect Teamhood and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
Item Updated
Choose an Action
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when a New Item is created in Teamhood.
Item Updated
Triggers when an existing Item is updated in Teamhood.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Complete an Items
Create a Item
Creates an existing Items
List Workspace
Get all workspaces in Teamhood.
List Users
Get al l users for Teamhood.
List Board Templates
Get All Board Templates in Teamhood.
List Workspace Templates
Get all Workspaces Templates in Teamhood.
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Frequently Asked Questions
To start, connect both your Teamhood and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Copper (or vice versa).
Absolutely. You can customize how Teamhood data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Teamhood and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Teamhood and Copper. 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.
About Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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