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Copper + HL Pro Tools

Create contacts in HL Pro Tools for new Copper companies

Effortlessly keep your Copper and HL Pro Tools contacts aligned with this seamless workflow. When a new company is added in Copper, a contact is instantly created in HL Pro Tools. Stay organized and save time by eliminating the need for manual data entry, ensuring your databases always stay up-to-date and accurate.

Effortlessly keep your Copper and HL Pro Tools contacts aligned with this seamless workflow. When a new company is added in Copper, a contact is instantly created in HL Pro Tools. Stay organized and save time by eliminating the need for manual data entry, ensuring your databases always stay up-to-date and accurate.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    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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