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Copper + HL Pro Tools

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.

  1. When this happens...
    CopperCopper
    Updated Person

    Triggers when a Person is changed.

    TriggerInstant
  2. automatically do this!
    HL Pro ToolsHL Pro Tools
    Create Contact

    Create a New Contact for selected location with given details

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

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

    New Person

    Triggers when a new Person is created in Copper.

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

    New Company

    Triggers when a new Company is created in Copper.

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

    New Opportunity

    Triggers when an Opportunity is created in Copper.

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

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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hl-pro-tools logo
hl-pro-tools logo

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

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