Integrate Ultimate Member with Copper
Send information between Ultimate Member and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Copper for each form entry made in Ultimate Member
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Copper using the responses received from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Ultimate Member
Ultimate Member + Copper
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Supported triggers and actions
Integrate Ultimate Member and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User account updated
Triggers when the details of a user account is updated
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
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
Update user status
Updates the status of an existing user
Fetch user
Fetches the details of an existing user
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
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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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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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
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Custom functions
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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