Integrate Copper with 900+ apps

Create business workflows for Copper without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Copper workflows

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Add Copper leads to PersistIQ


Keeping leads updated on your company's activities is a way of nurturing them. This flow will add leads to PersistIQ from Copper.

How it works
1) A lead is added to Copper.
2) Zoho Flow adds it to PersistIQ.
Use this flow
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Add Copper leads to PersistIQ

Copper + PersistIQ

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Send Slack messages for new Copper opportunities

Send a message in your work chat when there’s an important update in your CRM. This flow sends a message in a set Slack channel every time a new Copper opportunity is created.

How it works
1. A new opportunity is created in Copper.
2. Zoho Flow posts a message in a Slack channel regarding the new opportunity.
Use this flow
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Send Slack messages for new Copper opportunities

Copper + Slack

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Send an email via Zoho Mail for new Copper opportunities

Get an email automatically when there’s an important update in your CRM. This flow sends an email via Zoho Mail every time a new Copper opportunity is created.

How it works
1. A new opportunity is created in Copper.
2. Zoho Flow sends an email via Zoho Mail for the opportunity.
Use this flow
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Send an email via Zoho Mail for new Copper opportunities

Copper + Zoho Mail

Build your own Copper integrations

Connect Copper with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Copper workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead updated

Triggers when any detail of an existing lead is updated

Task added

Triggers when a new task is added

Person added

Triggers when a new person is added

Opportunity created

Triggers when a new opportunity is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Person updated

Triggers when any detail of an existing person is updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create activity

Creates a new activity for a person, company, opportunity, or lead

Add person

Adds a new person

Create company

Creates a new company

Create or update lead

Creates or updates the details of a lead

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Update project

Updates the details of an existing project

Update person

Updates the details of an existing person

Update opportunity

Updates the details of an existing opportunity

Update company

Updates the details of an existing company

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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