Copper + OpenPhone + Filter by Zapier
Add new Copper leads as contacts in OpenPhone
Do you wish you could tell when a prospect is calling you? With this integration, you can automatically save every new lead from Copper CRM as a contact in your OpenPhone address book. This way, you know when a lead is calling (or messaging) and can see their name, not just their phone number.
Do you wish you could tell when a prospect is calling you? With this integration, you can automatically save every new lead from Copper CRM as a contact in your OpenPhone address book. This way, you know when a lead is calling (or messaging) and can see their name, not just their phone number.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create or Update Contact
Creates a contact or updates an existing contact.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.