Integrate Ultimate Member with Copper
Send information between Ultimate Member and Copper automatically, without writing any code, using Zoho Flow.
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Add a new person in Copper for each form entry made in Ultimate Member
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Copper using the responses received from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Ultimate Member
Ultimate Member + Copper
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Supported triggers and actions
Integrate Ultimate Member and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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
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
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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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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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.
Learn more >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
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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.
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