Copper + Phone.com

Copper + Phone.com integrations

Create new Copper leads from new inbound Phone.com sms messages

When a new inbound SMS arrives in your Phone.com account, this workflow handles it by creating a new lead in your Copper CRM immediately. This ensures you don't miss out on any potential business opportunities that come in via text messages. By transforming your incoming SMS messages into actionable leads in Copper, this automation streamlines your processes, saves time, and improves your opportunity tracking.

When this happens...
New Inbound SMSTriggers when a new SMS was received.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead.
ActionWrite

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More things you can do with Phone.com and Copper

Discover other triggers and actions you can use with Phone.com and Copper

Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
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New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
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New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
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- Extension
Trigger
Instant
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- Leg A Phone Number
  Required
- Private Call To Leg A
- Caller ID For Leg A
- Extension
  Required
- Leg B Phone Number
- Caller ID For Leg B
Action
Write

- From
  Required
- To
  Required
- Text
  Required
Action
Write
- Extension
  Required
- Contact Group ID
- Name
- Phone
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
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Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
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Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
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Updated Project
Triggers when a Project is changed.
Trigger
Instant
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- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write

New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
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Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
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- Extension
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
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- Extension
  Required
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search
- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It
Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write

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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About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

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Related categories

Phone & SMS

Related Zap Templates

Send sms notifications via Phone.com when companies are updated in Copper

Related Zap Templates

Send sms notifications via Phone.com when companies are updated in Copper