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
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead 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
Contact created
Triggers when a new contact is created
History created
Triggers when a new history item is created
Contact updated
Triggers when the details of an existing contact are updated
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Create project
Creates a new project
Update opportunity
Updates the details of an existing opportunity
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Add contact to contact list
Adds a contact to the selected contact list
Create form entry
Creates a new web form entry
Create contact
Creates a new contact
Create history
Creates a new history item for the specified 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 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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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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Build comprehensive workflows using
Webhook triggers
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
