Integrate Copper with ClickSend
Send information between Copper and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in ClickSend for newly created contacts in Copper
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in ClickSend when a new contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends a new SMS in ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Copper
Copper + ClickSend
Create a new contact in ClickSend when a new contact is created in Copper
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in ClickSend every time a contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in ClickSend.
Create a new contact in ClickSend when a new contact is created in Copper
Copper + ClickSend
Build your own integrations between Copper and ClickSend
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Supported triggers and actions
Integrate Copper and ClickSend 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
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
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
Send SMS
Sends a new SMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send MMS
Sends a new MMS
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Create contact
Creates a new contact
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
Create contact list
Creates a new contact list
Send email campaign
Sends a new email campaign
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Copy contact to list
Copies an existing contact from one list to another
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
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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