Integrate Copper with Mobiniti
Send information between Copper and Mobiniti automatically, without writing any code, using Zoho Flow.
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Create a new contact in Mobiniti when a new contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Mobiniti for new contacts created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in Mobiniti.
Create a new contact in Mobiniti when a new contact is created in Copper
Copper + Mobiniti
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Supported triggers and actions
Integrate Copper and Mobiniti 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
Contact created
Triggers when a new contact 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 contact to group
Adds a new contact to a group
Send SMS to contact
Sends an SMS notification to an existing contact
Create Contact
Creates a new contact
Unsubscribe contact
Unsubscribes the specified contact
Fetch contact
Fetches the details of an existing contact
Remove contact from group
Removes a contact from group
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 Mobiniti?
Mobiniti is an SMS marketing platform for small and mid-size businesses, as well as enterprise customers. It provides features such as mobile coupons, contests, social profiling, automation, feedback collection, and more.
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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
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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
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.
Neville Mader
Director, Perth Security Services
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
