Integrate Copper with Myphoner

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

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Create a new contact in Myphoner 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 new contact in Myphoner 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 creates a new lead in Myphoner.
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Create a new contact in Myphoner when a new contact is created in Copper

Copper + Myphoner

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Supported triggers and actions

Integrate Copper and Myphoner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Lead created

Triggers when a new lead is created

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

Lead lost

Triggers when a lead is marked as loser

Lead won

Triggers when a lead is marked as winner

New call back

Triggers when a lead is marked for call back

Archived lead

Triggers when a lead is archived

All Actions - Actions are the automated tasks

Create opportunity

Creates a new opportunity

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create task

Creates a new task

Create company

Creates a new company

Add person

Adds a new person

Create project

Creates a new project

Create or update lead

Creates or updates the details of a lead

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

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

Create lead

Creates a new lead

Mark lead as loser

Marks the specified lead as loser

Mark lead for call back

Marks the specified lead for a call back

Update lead

Updates the details of an existing lead

Mark lead as winner

Marks the specified lead as winner

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 Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

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.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

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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