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Copper + Mobiz SMS

Create new Mobiz SMS contacts for new Copper people

Effortlessly keep your contact list updated by connecting Copper and Mobiz SMS. With this workflow, every time a new person is added in Copper, a contact will be created in Mobiz SMS. This ensures that your marketing campaigns reach all your potential leads and customers, saving you time and manual data entry. Stay organized and efficient by automating your contact management process.

Effortlessly keep your contact list updated by connecting Copper and Mobiz SMS. With this workflow, every time a new person is added in Copper, a contact will be created in Mobiz SMS. This ensures that your marketing campaigns reach all your potential leads and customers, saving you time and manual data entry. Stay organized and efficient by automating your contact management process.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    Mobiz SMSMobiz SMS
    Create Contact

    Creates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".

    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
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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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mobiz-sms logo
mobiz-sms logo

About Mobiz SMS

Mobiz is a service that enables a business owner or marketer to create personalised SMS campaigns with a personalised and feature-rich landing page.

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