Integrate Copper with Sendmode
Send information between Copper and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Sendmode for a recently created contact in Copper
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Sendmode 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 a text message to the specified phone number in Sendmode.
Send a welcome email in Sendmode for a recently created contact in Copper
Copper + Sendmode
Set up a new contact in Sendmode when a 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 new contact in Sendmode whenever a new contact is added in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
Set up a new contact in Sendmode when a contact is created in Copper
Copper + Sendmode
Build your own integrations between Copper and Sendmode
Connect Copper and Sendmode with over 1000+ 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 Sendmode 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
Delivery report status
Triggers when the status of a delivery report is received
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 text message to the specified phone number
Optout customer
Opts a customer out of your database lists
Create or update customer
Creates a new customer or updates the details of an existing customer
Get credits
Checks the remaining credits on the customer account
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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What is Sendmode?
Sendmode is a business SMS service application that allows users to send secure and prioritized messages, notifications, and alerts to customers.
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Logic
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Custom functions
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Endless integrations. End to manual work.
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