We have carefully collected all of the companies that extract data from Copper CRM and can connect it to your Xero 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 or update a contact
(Xero) when a new person created in Copper CRM
2
Add or update a contact
(Xero) when a new company added in Copper CRM
3
Add or update a contact
(Xero) when a new opportunity created in Copper CRM
4
Add or update a contact
(Xero) when a new lead in Copper CRM
5
Add or update a contact
(Xero) when a new task added in Copper CRM
6
Create or update an invoice
(Xero) when a new person created in Copper CRM
7
Create or update an invoice
(Xero) when a new company added in Copper CRM
8
Create or update an invoice
(Xero) when a new opportunity created in Copper CRM
9
Create or update an invoice
(Xero) when a new lead in Copper CRM
10
Create or update an invoice
(Xero) when a new task added in Copper CRM
11
Add an item to an invoice
(Xero) when a new person created in Copper CRM
12
Add an item to an invoice
(Xero) when a new company added in Copper CRM
13
Add an item to an invoice
(Xero) when a new opportunity created in Copper CRM
14
Add an item to an invoice
(Xero) when a new lead in Copper CRM
15
Add an item to an invoice
(Xero) when a new task added in Copper CRM
16
Send an invoice
(Xero) when a new person created in Copper CRM
17
Send an invoice
(Xero) when a new company added in Copper CRM
18
Send an invoice
(Xero) when a new opportunity created in Copper CRM
19
Send an invoice
(Xero) when a new lead in Copper CRM
20
Send an invoice
(Xero) when a new task added in Copper CRM
21
Add a payment
(Xero) when a new person created in Copper CRM
22
Add a payment
(Xero) when a new company added in Copper CRM
23
Add a payment
(Xero) when a new opportunity created in Copper CRM
24
Add a payment
(Xero) when a new lead in Copper CRM
25
Add a payment
(Xero) when a new task added in Copper CRM
More integrations
More integrations to Xero
Save all your invoices and payments in Xero. Fully automated bookkeeping is a new reality for millions of businesses. Don’t miss a chance to automate your accounting operations.
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.