Integrate Chaport with Copper

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

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Create a lead in Copper for new chat sessions in Chaport

Minimize human errors in data entry and ensure all essential lead information is accurately captured. This flow will set up a new lead in Copper for each new live chat session in Chaport.

How it works
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates or updates the details of a lead in Copper.
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Create a lead in Copper for new chat sessions in Chaport

Chaport + Copper

Build your own integrations between Chaport and Copper

Connect Chaport and Copper with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Chaport and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Chat finished

Triggers when a chat is finished

Visitor updated

Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated

Operator added

Triggers when a new operator is added

Chat started

Triggers when a new chat is started

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

All Actions - Actions are the automated tasks

Create operator

Creates a new operator

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

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

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

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

What is Chaport?

Chaport is a customer support live chat application that lets you communicate with your customers instantly, add chat widget to your website and more.

Customer Support

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.

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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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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