Integrate Copper with ActiveDEMAND
Send information between Copper and ActiveDEMAND automatically, without writing any code, using Zoho Flow.
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Set up a new contact in ActiveDEMAND 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 ActiveDEMAND whenever a new contact is added in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
Set up a new contact in ActiveDEMAND when a contact is created in Copper
Copper + ActiveDEMAND
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Supported triggers and actions
Integrate Copper and ActiveDEMAND using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
History created
Triggers when a new history item is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create company
Creates a new company
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Create or update lead
Creates or updates the details of a lead
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update opportunity
Updates the details of an existing opportunity
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Create form entry
Creates a new web form entry
Add contact to contact list
Adds a contact to the selected contact list
Create history
Creates a new history item for the specified contact
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from contact list
Removes a contact from the selected contact list
What is ActiveDEMAND?
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
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
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Technical Engineer, Master Liveaboards
