Apollo + Copper

Create persons in Copper from new contacts in Apollo

This workflow springs into action when a new contact is added in Apollo, instantly creating a corresponding person entry in Copper. Streamline and accelerate your contact management process, ensuring everyone in your CRM is up-to-date with recent interactions. This seamless transition removes the need for manual data entry and helps keep your Copper account as current as possible. Boost productivity and maintain accuracy with this straightforward yet efficient automation.

This workflow springs into action when a new contact is added in Apollo, instantly creating a corresponding person entry in Copper. Streamline and accelerate your contact management process, ensuring everyone in your CRM is up-to-date with recent interactions. This seamless transition removes the need for manual data entry and helps keep your Copper account as current as possible. Boost productivity and maintain accuracy with this straightforward yet efficient automation.

  1. When this happens...
    ApolloApollo
    New Contact

    Triggers when a new Contact is created.

    Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Person

    Creates a new Person.

    ActionWrite
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Supported triggers and actions

  • Apollo triggers, actions, and search

    Account Updated

    Triggers when an existing Account is updated.

    Trigger
    Instant
    Try It
  • Apollo triggers, actions, and search

    New Account

    Triggers when a new Account is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Domain

    • Phone Number

    • Raw Address

    Action
    Write
    • nameRequired

    • amountRequired

    • Owner ID

    • Opportunity Stage Id

    • Closed Date

    Action
    Write
  • Apollo triggers, actions, and search

    Contact Updated

    Triggers when an existing Contact is updated.

    Trigger
    Instant
    Try It
  • Apollo triggers, actions, and search

    New Contact

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Organization NameRequired

    • title

    • Email AddressRequired

    • Address

    • Website Url

    Action
    Write
    • NoteRequired

    • Contacts IDsRequired

    • PriorityRequired

    • TypeRequired

    • Due DateRequired

    • Assigned ToRequired

    Action
    Write
apollo logo
apollo logo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

  • Sales & CRM
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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