CloudTalk + Copper + Formatter by Zapier

Create Person contacts in Copper when CloudTalk contacts are updated

Know your clients. Create or update Person in Copper when it gets updated in CloudTalk.

Know your clients. Create or update Person in Copper when it gets updated in CloudTalk.

  1. When this happens...
    CloudTalkCloudTalk
    New Contact

    Triggers when a contact is created or updated in CloudTalk.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    CopperCopper
    Create/Update Person

    Creates or Updates a Person depending on the match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CloudTalk triggers, actions, and search

    New Call

    Triggers when call is made via CloudTalk.

    Trigger
    Instant
    Try It
  • CloudTalk triggers, actions, and search

    New SMS

    Triggers when a SMS is sent/received via CloudTalk

    Trigger
    Instant
    Try It
    • IDRequired

    • ID PostfixRequired

    • Contact NameRequired

    • Phone numberRequired

    • Email

    • Contact Company

    • External Link

    Action
    Write
    • From NumberRequired

    • To NumberRequired

    • Message TextRequired

    Action
    Write
  • CloudTalk triggers, actions, and search

    New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Trigger
    Instant
    Try It
    • Activity IDRequired

    • Acitivity ID postfixRequired

    • Activity titleRequired

    • Activity contentRequired

    • Activity meta - price

    • Activity meta - status

    • Activity meta - color

    • Activity link

    • Contact IDRequired

    • Contact ID PostfixRequired

    • Contact name

    • Contact email

    • Contact number

    Action
    Write
    • IDRequired

    • ID PostfixRequired

    • Contact NameRequired

    • Phone numberRequired

    • Email

    • Contact Company

    • External Link

    Action
    Write
    • IDRequired

    • ID PostfixRequired

    • Contact NameRequired

    • Phone NumberRequired

    • Email

    • Contact Company

    • External Link

    Action
    Write
cloudtalk logo
cloudtalk logo

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
Learn moreHelp

Related categories

  • Phone & SMS
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

Related categories

  • CRM (Customer Relationship Management)

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp

Related categories

  • Documents
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