Convoso + Copper

Convoso + Copper integrations

Create Convoso leads from new Copper persons

Easily connect your Copper and Convoso apps with this seamless workflow. When a new person is added in Copper, this automation will create a new lead in Convoso, ensuring your sales and marketing teams are always up-to-date with the latest contacts. Enhance your CRM management and keep your data in sync between these two powerful platforms.

When this happens...
New PersonTriggers when a new Person is created in Copper.
TriggerInstant
automatically do this!
Lead: InsertThis is to create a new lead in convoso
ActionWrite

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More things you can do with Copper and Convoso

Discover other triggers and actions you can use with Copper and Convoso

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
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Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
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Instant
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Updated Lead
Triggers when a Lead is changed.
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Instant
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Updated Task
Triggers when a Task is changed.
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Instant
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- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write
Campaign Event
Triggers when a new convoso campaign workflow event is created.
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Instant
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Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
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Instant
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Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
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- User ID
  Required
Action
Write
- Callback ID
  Required
Action
Write
- Callback ID
  Required
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign ID
  Required
- Status
  Required
Action
Write
- Lead ID
  Required
Action
Write
- List ID
  Required
Action
Write
- List ID
  Required
- Name
- Campaign ID
- Status
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
  Required
- Reached Option
  Required
- Success Option
  Required
- DNC Option
  Required
- Callback Option
  Required
- Contact Option
  Required
- Voicemail Option
  Required
Action
Write
- Lead ID
  Required
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead ID
  Required
- Start Time
- End Time
- Offset
- Limit
Action
Search
- Status
  Required
- List ID
- Campaign ID
Action
Search
- User Email
  Required
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
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Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
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Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
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List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone Number
  Required
- Country Code
  Required
- Campaign ID
  Required
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead ID
  Required
- User ID
- Recipient
  Required
- Comments
- Callback Time Zone
  Required
- Callback Time
  Required
Action
Write
- Call Log ID
  Required
- Extra Field 01
- Extra Field 02
Action
Write
- Phone Number
  Required
- Phone Code
  Required
- Campaign ID
  Required
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- Name
  Required
- Campaign ID
  Required
- Description
- Status
Action
Write
- Call Log ID ★
  Required
- Revenue
- Return
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

HelpHelp

Related categories

Sales & CRM

About Copper

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update Convoso leads when Copper persons are updated

Create Convoso leads from new Copper companies