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Set up your first integration
Quickly connect Apollo to Copper with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Apollo with Copper - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Account Updated" from Apollo.
Add your action
An action happens after the trigger—such as "Create Activity" in Copper.
You’re connected!
Zapier seamlessly connects Apollo and Copper, automating your workflow.
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.
- Account Updated
Triggers when an existing Account is updated.
Try ItTriggerInstant - New Account
Triggers when a new Account is created.
Try ItTriggerInstant - NameRequired
- Domain
- Phone Number
- Raw Address
ActionWrite- NameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
ActionWrite
- Contact Updated
Triggers when an existing Contact is updated.
Try ItTriggerInstant - New ContactTry ItTriggerInstant
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
ActionWrite- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
ActionWrite
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Practical ways you can use Apollo and Copper
Monitor Apollo updates in Copper
If an existing Apollo account is updated, Zapier will ensure those changes are reflected in Copper's corresponding records. This keeps the CRM data accurate without the Business Owner having to manually synchronize the updates, enabling better customer insights.
Business Owner
Log Apollo opportunities in Copper
When a new opportunity is created in Apollo, Zapier creates a linked opportunity in Copper. This centralizes project or customer relations management on Copper, saving time and preventing engineering teams from losing oversight during cross-departmental work.
EngineeringSync Apollo contacts with Copper people
When a new contact is created in Apollo, Zapier automatically creates a corresponding person in Copper. This removes the repetitive task of duplicate data entry, ensuring your contact records remain aligned across systems for effective follow-up.
Sales OpsLearn how to automate Apollo on the Zapier blog
Frequently Asked Questions about Apollo + Copper integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Copper
How can I integrate Apollo with Copper?
You can integrate Apollo with Copper using our platform by setting up Zaps which are automated workflows. By selecting triggers from Apollo such as 'New Lead Added' or 'Lead Updated', you can perform actions in Copper like 'Create New Person' or 'Update Person'. This seamless integration allows you to keep your data synchronized between the two applications.
What triggers are available for Apollo when integrating with Copper?
When integrating Apollo with Copper, you have access to various triggers. For example, when a new contact is added in Apollo, you can trigger actions in Copper like creating a new opportunity or updating an existing contact. This selection of triggers ensures that your workflows are tailored to suit your specific business needs.
What actions can I automate in Copper through Apollo integrations?
With the integration of Apollo and Copper through our platform, you can automate several actions. This includes creating new contacts, updating existing opportunities, and even automating task creation whenever a lead status changes in Apollo. These automated actions help reduce manual data entry and improve efficiency.
Is technical knowledge required to set up the integration between Apollo and Copper?
No technical knowledge is required to set up the integration between Apollo and Copper on our platform. The process involves simply selecting the appropriate triggers from Apollo and mapping them to corresponding actions in Copper within our user-friendly interface.
Can I customize what data gets transferred from Apollo to Copper?
Yes, we allow full customization of the data that gets transferred from Apollo to Copper. During setup, you can specify exactly which fields and pieces of information should move between the systems whenever a trigger event occurs. This ensures that only relevant data is shared across both platforms.
How do I handle errors during synchronization between Apollo and Copper?
In case of any errors during synchronization between Apollo and Copper, our platform provides detailed error logs and notifications. You will be alerted about issues immediately so you can address them promptly without disruptions to your workflow.
Are there predefined templates available for integrating Apollo with Copper?
Yes, we offer predefined templates for common use cases when integrating Apollo with Copper. These templates provide suggested triggers and actions based on popular workflows which can be customized further according to your specific needs.
