Update LeadSimple leads when companies are updated in Copper
Effortlessly keep your sales leads up to date with this Copper and LeadSimple integration. Whenever a company is updated in Copper, this workflow will create a new lead in LeadSimple, ensuring your sales team always has the most current information right at their fingertips. Streamline your sales process and improve productivity with this simple yet powerful automation.
Effortlessly keep your sales leads up to date with this Copper and LeadSimple integration. Whenever a company is updated in Copper, this workflow will create a new lead in LeadSimple, ensuring your sales team always has the most current information right at their fingertips. Streamline your sales process and improve productivity with this simple yet powerful automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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 foundLead Changes Pipeline
Triggers when a lead changes pipelines.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Tags
Triggers when a lead's tags change.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Opens Email
Triggers when a lead opens email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Conversation Created
Triggers when an inbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Stage
Triggers when a process changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Created
Triggers when a new process is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.From NumberRequired
To NumberRequired
Call Duration (in seconds)
Call Recording URL
Description
Outcome
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProcessRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
First Name
Last Name
Company/Secondary Name
Email Addresses
Mobile Phone Number
Home Phone Number
Office Phone Number
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
LeadRequired
Name
Comments
Tags
Stage
Assignee
Num Units
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
Property Type
Address Line 1
Address City
Address State
Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcess Type
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPropertyRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
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 foundCall Completed
Triggers when a new call is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Stage
Triggers when a lead changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Is Reassigned
Triggers when a lead is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Outbound Conversation Created
Triggers when an outbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Tags
Triggers when a process changes tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Reassigned
Triggers when a process is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Name
Comments
PipelineRequired
StageRequired
Source
Assignee
Tags
Created At
Closed At
Cost
Value
Num Units
Full Name
Email Addresses
Company Name
Mobile Phone Number
Office Phone
Home Phone
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Street Address
City
State
Zip Code
Property Type
Bathrooms
Bedrooms
Occupancy
Square Feet
Estimated Rent
Lease start date
Lease end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Comments
Process TypeRequired
StageRequired
User
Tags
Due At
Property
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Assignee
Status
Snooze Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process TypeRequired
ProcessRequired
Name
Comments
Tags
Stage
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
UnitRequired
Unit Number
Num Bedrooms
Num Bathrooms
Occupancy
Square Feet
Estimated Rent
Delinquent Rent
Lease Start Date
Lease End Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app