Copper + Google Contacts + Gmail Integrations
How to connect Copper + Google Contacts + Gmail
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Do even more with Copper + Google Contacts + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Copper, Google Contacts, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
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
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
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
The Person's full name
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-Mail
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
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
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
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
Insert the ID of the primary contact for this Opportunity. To get the ID, please create another action before this step: Copper - Create/Update Person and update the name field. Here is our guide.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
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
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
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
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
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
API docs for Copper are located here https://developer.copper.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
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
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
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
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
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
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Group
Triggers when a group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Contacts are located here https://developers.google.com/google-apps/contacts/v3/?hl=en
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
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
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
If Person Already Exists
Copper enforces uniqueness of Person email addresses, i.e. more than one Person cannot have the same email address. This setting determines how the Create/Update Person Action behaves when provided with an email address that belongs to an existing Person.
When "If Person Already Exists" is set to "Skip" (its default value), attempting to create a Person with an email address belonging to an existing Person will make no changes, and Copper will return the existing Person.
When "If Person Already Exists" is set to "Overwrite", attempting to create a Person with an email address belonging to an existing Person will update the existing Person with the specified attributes, and Copper will return the updated Person.
(This setting does not affect creating a Person with no email address, which is always valid, or creating a Person with email addresses belonging to multiple existing People, which is always invalid.).
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
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
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
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
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
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
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
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
The Copper User to whom the Task will be assigned.
Due Date
The due date of the Task.
Reminder Date
The date and time at which to be reminded about the Task.
Description
Priority
The priority of the Task.
Tags
A comma-separated list of tags for the Task.
Related Entity Type
The type of the Copper object on which the Task will be related to.
Related Entity Object
The Copper object on which the Task will be related to.
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
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
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
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
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
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew or Updated Contact
Triggers when a contact is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContactRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Phone Number
This will only update the phone number of matching "Phone Type" on the contact, if one exists. Otherwise, the phone number will added to the contact.
Additional Phone Numbers
Any additional phone numbers provided here will overwrite all "other" phone numbers pre-existing on the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
PhotoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Copper + Google Contacts + Gmail Integrations Work
- Step 1: Authenticate Copper, Google Contacts, and Gmail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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