BONZO + Copper
Add new Copper people to BONZO campaigns as prospects
Effortlessly manage your new leads with this Copper and BONZO workflow. When a new person is added in Copper, it will instantly move the prospect to a campaign in BONZO, ensuring a seamless transition and helping you stay organized. Streamline your marketing process and never miss a beat with your potential clients.
Effortlessly manage your new leads with this Copper and BONZO workflow. When a new person is added in Copper, it will instantly move the prospect to a campaign in BONZO, ensuring a seamless transition and helping you stay organized. Streamline your marketing process and never miss a beat with your potential clients.
- When this happens...
New PersonTriggers when a new Person is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Move Prospect to CampaignMove Prospect to Campaign
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPipeline Stage IdRequired
Merge Duplicates
User Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Monthly Income
Other Income
Lien Position
Amortization Type
Amortization Term
Monthly Payment
New Loan Amount
Rate Is Locked
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
Pipeline Stage IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUuidRequired
KeyRequired
Created After
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUuidRequired
User Id
Merge Duplicates
Pipeline Stage Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
Campaign IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
Campaign Id
Pipeline Stage Id
User Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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