Vogsy
VOGSY is a professional services automation platform for B2B service organizations to manage and automate their business operations on the cloud.
VOGSY + Copper = meaningful insight for the whole team
This integration allows you to synchronize opportunities from Copper straight to VOGSY. All your Copper opportunity information automatically populates in VOGSY – no manual entry required.
You decide at which point in your pipeline you want to sync your opportunities so that when an opportunity hits that specific point in your Copper pipeline, it automatically syncs to VOGSY.
With VOGSY, you get more than just quote-to-cash oversight. You get full lead-to-cash functionality. Benefits include:
- The ability to bridge the gap between sales and product delivery
- The option to create SOWs and quotes in the VOGSY platform and embed them into Copper
- Invaluable insight into margins on work sold
- The ability to accurately assess resourcing needs
- Easily bring your Copper pipeline into highly accurate and automated revenue forecasting
To get started, head into Copper and click Settings > Integrations. Find the Vogsy tile and click “Connect.”
Frequently asked questions
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CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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