Connect Agent 3000 to Copper and automate any workflow
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Quickly connect Agent 3000 to Copper with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
Try It - Entity TypeRequired
- Activity TypeRequired
Try It- New Person
Triggers when a new Person is created in Copper.
Try It - New Lead
Triggers when a Lead is created in Copper.
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- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Street Address
- Street Address 2
- City
- State
- Zip Code
- Country
- Note
- Source
- Group
- Auto Email
- Auto SMS Text Message
- New Company
Triggers when a new Company is created in Copper.
Try It - New Opportunity
Triggers when an Opportunity is created in Copper.
Try It - New Project
Triggers when a new Project is created in Copper.
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