Integrate Copper with Calley

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

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Create a contact in Calley each time a contact is created in Copper

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Calley every time a contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
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Create a contact in Calley each time a contact is created in Copper

Copper + Calley

Build your own integrations between Copper and Calley

Connect Copper and Calley with over 900+ 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 Calley 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

Task added

Triggers when a new task is added

Person added

Triggers when a new person is added

Opportunity created

Triggers when a new opportunity is created

Lead created

Triggers when a new lead is created

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

Create task

Creates a new task

Create activity

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

Add person

Adds a new person

Create company

Creates a new company

Create or update lead

Creates or updates the details of a lead

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Update project

Updates the details of an existing project

Update person

Updates the details of an existing person

Update opportunity

Updates the details of an existing opportunity

Update company

Updates the details of an existing company

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

Add or update contact

Adds a new contact or updates the details of an existing contact

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 Calley?

Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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