Integrate ExpoFP with Copper

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

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Generate a company profile in Copper for recently added exhibitors in ExpoFP

Minimize the risk of omissions and typos when duplicating company profiles. This flow will create a new company profile in Copper when an exhibitor is added to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a new company in Copper.
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Generate a company profile in Copper for recently added exhibitors in ExpoFP

ExpoFP + Copper

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Supported triggers and actions

Integrate ExpoFP and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Booth removed from an exhibitor

Triggers when a booth is removed from an exhibitor

Exhibitor created or updated

Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated

Booth added in an exhibitor

Triggers when a booth is added in an exhibitor

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

Add exhibitor booth

Adds a specified booth in the selected exhibitor

Add exhibitor

Adds a new exhibitor

Remove exhibitor booth

Removes the specified booth in the selected exhibitor

Update exhibitor

Updates the details of an existing exhibitor

Fetch exhibitor ID

Fetches the ID of the exhibitor using external ID

Fetch booth

Fetches the details of an existing booth using name

Fetch exhibitor

Fetches the details of an existing exhibitor using exhibitor ID

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

What is ExpoFP?

ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.

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

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

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Custom functions

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

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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

Toto

Technical Engineer, Master Liveaboards

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