Integrate ExpoFP with Copper
Send information between ExpoFP and Copper automatically, without writing any code, using Zoho Flow.
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Generate a company profile in Copper for recently added exhibitors in ExpoFP
Minimize the risk of omissions and typos when duplicating company profiles. This flow will create a new company profile in Copper when an exhibitor is added to ExpoFP.
How it works
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a new company in Copper.
Generate a company profile in Copper for recently added exhibitors in ExpoFP
ExpoFP + Copper
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Supported triggers and actions
Integrate ExpoFP and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booth removed from an exhibitor
Triggers when a booth is removed from an exhibitor
Exhibitor created or updated
Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated
Booth added in an exhibitor
Triggers when a booth is added in an exhibitor
Lead created
Triggers when a new lead is created
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
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
Add exhibitor
Adds a new exhibitor
Add exhibitor booth
Adds a specified booth in the selected exhibitor
Update exhibitor
Updates the details of an existing exhibitor
Remove exhibitor booth
Removes the specified booth in the selected exhibitor
Fetch exhibitor ID
Fetches the ID of the exhibitor using external ID
Fetch booth
Fetches the details of an existing booth using name
Fetch exhibitor
Fetches the details of an existing exhibitor using exhibitor ID
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Add person
Adds a new person
Create company
Creates a new company
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create opportunity
Creates a new opportunity
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
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 ExpoFP?
ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.
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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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