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
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow adds a new person in Copper.
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Add a new person in Copper for each form entry made in Ultimate Member

Ultimate Member + Copper

Build your own integrations between Ultimate Member and Copper

Connect Ultimate Member and Copper 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 Ultimate Member and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User account updated

Triggers when the details of a user account is updated

User role changed

Triggers when the role of a user is updated

User registered

Triggers when a user is registered

User profile updated

Triggers when the details of a user profile is updated

User status changed

Triggers when the status of a user is updated

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

Update user status

Updates the status of an existing user

Fetch user

Fetches the details of an existing user

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

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.

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

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.

Learn more >

Custom functions

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

Learn more >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

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