Integrate Copper with Sendmode

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

Explore prebuilt integration flows to get started

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Send a welcome email in Sendmode for a recently created contact in Copper

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Sendmode each time a new contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends a text message to the specified phone number in Sendmode.
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Send a welcome email in Sendmode for a recently created contact in Copper

Copper + Sendmode

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Set up a new contact in Sendmode when a 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 Sendmode 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 customer or updates the details of an existing customer in Sendmode.
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Set up a new contact in Sendmode when a contact is created in Copper

Copper + Sendmode

Build your own integrations between Copper and Sendmode

Connect Copper and Sendmode with over 700+ 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 Sendmode using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

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

Lead created

Triggers when a new lead is created

Delivery report status

Triggers when the status of a delivery report is received

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

Create activity

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

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Update opportunity

Updates the details of an existing opportunity

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Update project

Updates the details of an existing project

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

Create or update customer

Creates a new customer or updates the details of an existing customer

Send SMS

Sends a text message to the specified phone number

Optout customer

Opts a customer out of your database lists

Get credits

Checks the remaining credits on the customer account

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 Sendmode?

Sendmode is a business SMS service application that allows users to send secure and prioritized messages, notifications, and alerts to customers.

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 >

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 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

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

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