Integrate Copper with BulkGate
Send information between Copper and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in BulkGate when a new contact is created in Copper
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from BulkGate each time a new contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Send a welcome email in BulkGate when a new contact is created in Copper
Copper + BulkGate
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Supported triggers and actions
Integrate Copper and BulkGate 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
Person updated
Triggers when any detail of an existing person is updated
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create opportunity
Creates a new opportunity
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Create project
Creates a new project
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
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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Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.
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Zoho Systems Administrator, Lakeside CNC Group
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
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