Copper + Holded
Create new Holded deals from Copper leads
Effortlessly manage your sales process by connecting Copper and Holded. With this workflow, every time a new lead is added in Copper, a deal will be created in Holded, streamlining your sales pipeline. Maintain a consistent and organized approach to managing leads and deals, while saving time by removing manual data entry.
Effortlessly manage your sales process by connecting Copper and Holded. With this workflow, every time a new lead is added in Copper, a deal will be created in Holded, streamlining your sales pipeline. Maintain a consistent and organized approach to managing leads and deals, while saving time by removing manual data entry.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new CRM Deal
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 found
New Deal
Triggers when a new CRM Deal is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Send Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
Invoice DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Invoice Number
Currency
Due Date
Warehouse
Sales Channel
Numbering Series
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Description
Price
Tax (%)
Cost
Barcode
SKU
Weight (kg)
Stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Document DateRequired
Notes
Warehouse
Sales Channel
Name
Units
SKU
Subtotal
Tax Rate (%)
Discount (%)
Taxes
Shipping Cost
Shipping Tax
Document Number
Currency
Due Date
Shipping Address
Shipping Postal Code
Shipping City
Shipping Province
Shipping Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Warehouse
Name
Units
SKU
Subtotal
Tax Rate (%)
Discount (%)
Taxes
Shipping Cost
Shipping Tax
Document Number
Currency
Due Date
Shipping Address
Shipping Postal Code
Shipping City
Shipping Province
Shipping Country
Sales Channel
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Contact Code
Trade Name
Email
Mobile Phone
Phone
IBAN
SWIFT
Sepa Reference
Sepa Date
Address
Citry
Postal Code
Province
Country
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Contact Email
Contact Code
Contact ID
Contact Relationship
Contact type
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
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 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
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 foundNew Contact
Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Order
Triggers when a new sales order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Funnel
Contact
Deal Name
Deal Value
Deal Potential
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Contact Name
Start
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bank
Contact
AmountRequired
Description
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Document Number
Name
Units
Subtotal
Discount
Tax Rate (%)
Taxes
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
DateRequired
Notes
Sales Channel
Document Number
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Shipping Cost
Shipping Tax
Currency
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country Code
Description
Notes
Receipt DateRequired
Name
Units
SKU
Service ID
Subtotal
Discount (%)
Tax (%)
Taxes
Shipping Cost
Shipping Tax
Receipt Number
Currency
Due Date
Warehouse
Sales Channel
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Payment DateRequired
Payment AmountRequired
Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Recipient EmailRequired
SubjectRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Contact Email
Contact Code
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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