Copper CRM Integration Services

The team at ProsperWorks has created something very valuable (now called “Copper” CRM) and we are advising teams try it out (especially those running G-Suite).

Here at automate, we can help you by showing how it can work in a complete sales and marketing system, then providing setup assistance.

Our CRM Integration Process

Marketing Automation Stack

Choosing a stack

Step one is to decide on the best technology stack revolving around your new CRM that will allow you to accomplish your goals on a budget.

sales diagram flow for a b2b company

Customer journey mapping

Our approach to any automated build involves mapping out your customers’ touchpoints through your marketing tech stack. This allows us to illustrate how Copper CRM will integrate into your system.

Marketing Automation Asana Bored


We’ll generate a backlog of tasks in Asana/Trello or other project management tool you choose. Then, we work with you to delegate each task to members of our team and yours to ensure a fast-build under budget. 

How to begin

Fill out the form

Below is a link to a quick form we use to find out what we can really help you with. We will email you some recommendations.


Book a call to discuss

If you’re in a hurry, here is a link to Alex’s calendar. Go ahead and book a time with Alex to discuss your needs.