Copilot CRM + Google Contacts

Add new Copilot CRM customers to Google Contacts

Set up this integration to automatically update your Google Contacts directly when a new customer is added in Copilot CRM. This Zap keeps your contact details up to date without any duplicate data entry chores.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerScheduled
automatically do this!
Create Contact
Triggers when a contact is created or updated.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
Try It
New Property
Triggers when a new property is added.
Trigger
Scheduled
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
Try It

- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write

- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a contact is created.
Trigger
Scheduled
Try It
Create Contact
Creates a new contact.
Action
Write
- NameRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search or write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is received.
Trigger
Scheduled
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
Try It
- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
New Group
Triggers when a group is created.
Trigger
Scheduled
Try It
- ContactRequired
- GroupRequired
Action
Write
- ContactRequired
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- PhotoRequired
Action
Write
- Search ByRequired
Action
Search