Integrate Copper with Calley
Send information between Copper and Calley automatically, without writing any code, using Zoho Flow.
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Create a contact in Calley each time a contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Calley every time a contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Create a contact in Calley each time a contact is created in Copper
Copper + Calley
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Supported triggers and actions
Integrate Copper and Calley 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
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
Add or update contact
Adds a new contact or updates the details of an existing contact
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.
Similar apps
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
Build comprehensive workflows using
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Owain ap Rees
Sales Director, Artico
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
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
