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Help Scout + Asana Integration—Automatically keep track of your support tickets in your project manager & Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

Support Ticket Monitoring Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

On this episode, I take you through my history of pivots from the web development world, to online marketing, IT support, and now business process consulting & automation.

Copper + Zendesk Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For Mid-Market + Enterprise teams looking to send secure financial contracts.

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For enterprises teams looking for more advanced document eSignature and contract software.

The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person.

The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

Let's just say, I've tried every single help desk on the market (and continue to evaluate new solutions), and yet I keep finding myself coming back to Help Scout, and here's why...

Front Review 2024 (Help Desk & Chat): Is Front worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Annoying Sh*t Help Desks Do 👀 Video posted on Jul 03, 2023 -

Today, we dig into the life and systems of Alex Bass, founder & head of product at Efficient App + CyberBytes. In this post, we'll learn how he leverages automations to make his life easy and more productive.

What software is Zapier using in 2024? Learn what software you should use for 500-1,000 size teams.

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

Missive Review 2024 (Email): Is Missive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Superhuman Review 2024 (Email): Is Superhuman worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Brave Review 2024 (Web Browsers): Is Brave worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Postmark Review 2024 (Email Marketing): Is Postmark worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

Asana + Zapier Integration—Automate the creation of tasks in Asana from a myriad of software tools with Zapier & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

What software is Superhuman using in 2024? Learn what software you should use for 20-100 size teams.

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Help Scout Review 2024 (Help Desk & Chat): Is Help Scout worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

"Efficient App has built one of the most streamlined CRM processes that I've ever seen!" (Saba Karim - Techstars) | Thinking about leveraging Efficient App to make Copper CRM work for you? See what our clients have to say!

Happy with efficient app? Leave us a review!

Calendly + Copper Integration—Sync booked appointments and question data automatically to Copper & Automatically have all scheduling context and form submission information right within Copper

Calendly + Salesforce Integration—Sync booked appointments and question data automatically to Salesforce & Automatically have all scheduling context and form submission information right within Salesforce

Calendly + Pipedrive Integration—Sync booked appointments and question data automatically to Pipedrive & Automatically have all scheduling context and form submission information right within Pipedrive

Loom Review 2024 (Communication): Is Loom worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 5 B2B Software Tools We Can't Live Without Video posted on Oct 21, 2022 -

Get through your inbox 2x as fast (for teams of all sizes). Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps.

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

What software is Motion using in 2024? Learn what software you should use for 20-100 size teams.

Slack + OpenAI Integration—With the tap of a button, automatically turn Slack messages into summaries for your team & Reduce time spent reading long messages, and get more work done

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Motion + OpenAI Integration—Automatically turn messages into tasks on your calendar via Motion & Reduce time spent on manually adding tasks to Motion, stop context switching and get work done on time

HubSpot + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Intercom Review 2024 (Help Desk & Chat): Is Intercom worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Formerly email client, Skiff is joining Notion and shutting down.

Slack + Motion Integration—With the tap of a button, automatically turn Slack messages into tasks on your calendar via Motion & Reduce time spent on manually adding tasks to Motion, stop context switching and get work done on time

PandaDoc Review 2024 (Proposal & eSignature): Is PandaDoc worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion