Integrate Copper with ClickSend
Send information between Copper and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in ClickSend for newly created contacts in Copper
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in ClickSend when a new contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends a new SMS in ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Copper
Copper + ClickSend
Create a new contact in ClickSend when a new 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 contact in ClickSend every time a contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in ClickSend.
Create a new contact in ClickSend when a new contact is created in Copper
Copper + ClickSend
Build your own integrations between Copper and ClickSend
Connect Copper and ClickSend with over 750+ 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 ClickSend 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 added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
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
Send SMS
Sends a new SMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Create contact
Creates a new contact
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send MMS
Sends a new MMS
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Send email campaign
Sends a new email campaign
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Send fax
Sends a new fax
Create contact list
Creates a new contact list
Fetch contact list
Fetches a contact list by name
Update contact list
Updates the details of an existing contact list
Copy contact to list
Copies an existing contact from one list to another
Update contact
Updates the details of an existing contact by ID
Transfer contact to list
Moves an existing contact from one list to another
Fetch email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches 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.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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
