Integrate Copper with Calley
Send information between Copper and Calley automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Calley each time a contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Calley every time a contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Create a contact in Calley each time a contact is created in Copper
Copper + Calley
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Supported triggers and actions
Integrate Copper and Calley using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
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
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Add person
Adds a new person
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 project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
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
Add or update contact
Adds a new contact or updates 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.
Similar apps
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
Similar apps
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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
Owain ap Rees
Sales Director, Artico
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 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
