Create contacts in HL Pro Tools for updated people in Copper
Keep your Copper and HL Pro Tools contacts up to date with this efficient workflow. When a person is updated in Copper, a contact will be created in HL Pro Tools, ensuring your customer information stays current across both platforms. Save time and effort by streamlining contact management between these two essential apps.
Keep your Copper and HL Pro Tools contacts up to date with this efficient workflow. When a person is updated in Copper, a contact will be created in HL Pro Tools, ensuring your customer information stays current across both platforms. Save time and effort by streamlining contact management between these two essential apps.
- When this happens...Updated Person
Triggers when a Person is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Contact
Create a New Contact for selected location with given details
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 foundSelect LocationRequired
Campaign IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
First Name
Last Name
Full Name
Email Address
Gender
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Backup Email Address
Password
Phone
User TypeRequired
User RoleRequired
Select LocationsRequired
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Conversations Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
Calendar ID
Start Time
End Time
Title
Appointment Status
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
First Name
Last Name
Full Name
Email Address
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Customer IDRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact ID
Contact Email
Workflow NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Group ID
Show Drafted?
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Contact ID
Contact Query
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation ID
Location Name
Location Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Email Address
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 foundUse Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select LocationRequired
Calendar IDRequired
Contact IDRequired
Start TimeRequired
End Time
Title
Appointment Status
Assigned User ID
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
PhoneRequired
AddressRequired
CityRequired
StateRequired
CountryRequired
Postal CodeRequired
Website
Timezone
First NameRequired
Last NameRequired
EmailRequired
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Stripe Account IDRequired
NameRequired
EmailRequired
Stripe Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Business Name
Phone
Address
City
State
Country
Postal Code
Website
Timezone
First Name
Last Name
Email
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Snapshot override
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select UserRequired
First Name
Last Name
Email Address
Password
Phone
User Type
User Role
Select Locations
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Conversations Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Calendar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Start TimeRequired
End TimeRequired
Calendar ID
Group ID
User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Existing LocationRequired
Custom Value NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer ID
Subscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app