Integrate Copper with Mobiniti
Send information between Copper and Mobiniti automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Mobiniti when a new contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Mobiniti for new contacts created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in Mobiniti.
Create a new contact in Mobiniti when a new contact is created in Copper
Copper + Mobiniti
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Supported triggers and actions
Integrate Copper and Mobiniti 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
Contact created
Triggers when a new contact is created
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 to contact
Sends an SMS notification to an existing contact
Create Contact
Creates a new contact
Add contact to group
Adds a new contact to a group
Unsubscribe contact
Unsubscribes the specified contact
Fetch contact
Fetches the details of an existing contact
Remove contact from group
Removes a contact from group
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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