Integrate Copper with Routee

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

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Add a new contact in Routee when a new contact is added in Copper

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in Routee for every new contact created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow creates a new contact in Routee.
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Add a new contact in Routee when a new contact is added in Copper

Copper + Routee

Build your own integrations between Copper and Routee

Connect Copper and Routee with over 850+ 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 Routee 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 added

Triggers when a new contact is added

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 an existing contact to a specified group

Blacklist contact

Adds an existing contact to the blacklist

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Remove contact from blacklist

Removes the specified contact from the blacklist

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 Routee?

Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services

Phone/SMS

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 >

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

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