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Set up your first integration

Quickly connect Call Tools PCC to Copper with a Zapier template.

Our most popular template

Create new contacts in Call Tools PCC for companies added to Copper
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Copper + Call Tools PCC
Create new Call Tools PCC contacts from new Copper leads
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Copper + Call Tools PCC

Create new contacts in Call Tools PCC for companies added to Copper

Copper + Call Tools PCC

Create new Call Tools PCC contacts from new Copper leads

Copper + Call Tools PCC

How Zapier works

Zapier makes it easy to integrate Call Tools PCC with Copper - no code necessary. See how you can get setup in minutes.

Select a trigger from Call Tools PCC

A trigger is an event that starts your Zap and runs the workflow. For example, with Call Tools PCC, a trigger could be "New Calendar Event."

A trigger is the event that kicks off your automated workflow.

Setup an action from Copper

An action is what takes place after the automation is triggered. For example, with Copper, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Call Tools PCC to Copper

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Call Tools PCC to Copper integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Call Tools PCC and Copper to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Trigger
Instant
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
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New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
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- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
Action
Search
- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By [User ID]
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Contact ID
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Details
  Required
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Search or write

New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Trigger
Instant
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New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Trigger
Instant
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New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
Try It
New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
Try It
New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
Try It
New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
Try It
New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket ID
  Required
- Contact ID
  Required
Action
Write
- Entry
  Required
- Scrub Existing Contacts
Action
Write
- Contact ID
  Required
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By [User ID]
- Last Call System Disposition
Action
Search
- Phone Number
- Contact ID
  Required
Action
Search
- Phone Number
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Details
  Required
- Priority
- Tags
- Entity Type
  Required
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write

Learn how to automate Call Tools PCC on the Zapier blog

Learn how to automate Copper on the Zapier blog

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Related categories

Phone & SMS

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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