Integrate Copper with CloudTalk

Send information between Copper and CloudTalk automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email in CloudTalk when a new contact is created in Copper

Send personalized welcome emails to every new contact in your retail marketing software. This flow will trigger a welcome email in CloudTalk whenever a new contact is added in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk when a new contact is created in Copper

Copper + CloudTalk

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Add a new contact in CloudTalk when a new contact is added in Copper

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in CloudTalk for new contacts created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow creates a new contact in CloudTalk.
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Add a new contact in CloudTalk when a new contact is added in Copper

Copper + CloudTalk

Build your own integrations between Copper and CloudTalk

Connect Copper and CloudTalk with over 800+ 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 CloudTalk 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

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact 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 activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

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.

CRM

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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