Copper + Klaviyo
Add new Klaviyo profiles to segments or lists and create or update leads in Copper
When a new profile is added to a segment or list in Klaviyo, streamline your workflow by simultaneously creating or updating a lead in your Copper CRM system. This automation ensures you never miss a beat in capturing potential customer information, aiding your team to efficiently manage leads and streamline their sales activities. This process not only saves time but enhances customer management and communication.
When a new profile is added to a segment or list in Klaviyo, streamline your workflow by simultaneously creating or updating a lead in your Copper CRM system. This automation ensures you never miss a beat in capturing potential customer information, aiding your team to efficiently manage leads and streamline their sales activities. This process not only saves time but enhances customer management and communication.
- When this happens...
Profile added to Segment or ListTriggers when a Profile is added to a Segment or to a List.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
ActionWriteCreate a new record or update an existing record in your app.
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TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone Number
SMS Subscription Type (only when SMS number is provided)
Attributes Note
Profiles Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ChannelRequired
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEntity 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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
Profile IDRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IdRequired
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifiers Note
Profile ID
Email
Phone Number
Consent Note
Consent to subscribe to ChannelRequired
SMS Subscription Type
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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.SearchFind existing data in your appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
First Name
Last Name
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
SMS Subscription Type
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 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 found
About Copper
Related categories
About Klaviyo
Related categories
Related Zap Templates
- Create or update Copper leads from new Klaviyo events
- Update Klaviyo subscribers when persons are updated in Copper
- Create tasks in Copper for new events in Klaviyo
- Create Copper companies from new Klaviyo events
- Update Copper leads when new Klaviyo events occur
- Create or update Copper opportunities from new Klaviyo events
- Update Copper opportunities when new Klaviyo events occur
- Track new Klaviyo events to create or update companies in Copper
- Add new Klaviyo events to Copper as persons
- Update Copper opportunities when new Klaviyo events occur
- Create Copper projects for new Klaviyo events and streamline your workflow
- Update Copper projects when new Klaviyo events occur
- Update Klaviyo subscribers when new leads are added in Copper
- Update subscribers in Klaviyo when companies are updated in Copper
- Update and manage Klaviyo profiles with new Copper people entries
Related Zap Templates
- Update Klaviyo subscribers when persons are updated in Copper
- Update Copper leads when new Klaviyo events occur
- Track new Klaviyo events to create or update companies in Copper
- Create Copper projects for new Klaviyo events and streamline your workflow
- Update subscribers in Klaviyo when companies are updated in Copper