Integrate Copper with HighLevel
Send information between Copper and HighLevel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Copper and HighLevel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact added
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Create user
Create a new user
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create or update contact
Creates a new contact or updates the details of an existing contact
Add workflow to contact
Adds a workflow to the specified contact
Create task
Creates a new task
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
Fetch opportunity
Fetches the details of an existing opportunity
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.
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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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