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 an activity
(Copper CRM) when a document is completed in PandaDoc
2
Add an activity
(Copper CRM) when a document sent in PandaDoc
3
Add an activity
(Copper CRM) when a document is paid in PandaDoc
4
Add an activity
(Copper CRM) when a document event occurs based on the event parameter in PandaDoc
5
Create a lead
(Copper CRM) when a document is completed in PandaDoc
6
Create a lead
(Copper CRM) when a document sent in PandaDoc
7
Create a lead
(Copper CRM) when a document is paid in PandaDoc
8
Create a lead
(Copper CRM) when a document event occurs based on the event parameter in PandaDoc
9
Create a company
(Copper CRM) when a document is completed in PandaDoc
10
Create a company
(Copper CRM) when a document sent in PandaDoc
11
Create a company
(Copper CRM) when a document is paid in PandaDoc
12
Create a company
(Copper CRM) when a document event occurs based on the event parameter in PandaDoc
13
Create or update an opportunity
(Copper CRM) when a document is completed in PandaDoc
14
Create or update an opportunity
(Copper CRM) when a document sent in PandaDoc
15
Create or update an opportunity
(Copper CRM) when a document is paid in PandaDoc
16
Create or update an opportunity
(Copper CRM) when a document event occurs based on the event parameter in PandaDoc
17
Change stage of an opportunity
(Copper CRM) when a document is completed in PandaDoc
18
Change stage of an opportunity
(Copper CRM) when a document sent in PandaDoc
19
Change stage of an opportunity
(Copper CRM) when a document is paid in PandaDoc
20
Change stage of an opportunity
(Copper CRM) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to Copper CRM
If you use Copper to win clients, you know how important it is to automate your repetitive tasks. Integrate it with hundreds of other platforms you use on a regular basis.
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.