Integrate Copper with Zoho Marketing Automation

Send information between Copper and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.

Build your own integrations between Copper and Zoho Marketing Automation

Connect Copper and Zoho Marketing Automation with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Zoho Marketing Automation 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

Lead removed from list

Triggers when a lead is removed from the selected list

Lead added to list

Triggers when a lead is added to the selected list

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

Add lead score

Adds lead score for the specified email address

Create list

Creates a new list

Create or update lead

Creates a new lead or updates the details of an existing lead

Clone campaign

Clones an existing campaign

Add lead to journey

Adds the specified lead to a journey

Create lead tag

Creates a new lead tag

Send email campaign

Sends an existing email campaign

Tag lead

Adds the specified tag to a lead

Update list

Updates the details of an existing list

Unsubscribe lead

Removes a lead from the selected list

Untag lead

Removes the specified tag from a lead

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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.

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Logic

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

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Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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