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Copper + Upscale + Filter by Zapier

Add persons to Copper CRM when Upscale prospects receive new updates

This Zap automatically adds a person to your Copper CRM from Upscale, whenever they reach a certain stage or custom condition. Get easy access to prospect data from Upscale on Copper, without any manual data entry.

This Zap automatically adds a person to your Copper CRM from Upscale, whenever they reach a certain stage or custom condition. Get easy access to prospect data from Upscale on Copper, without any manual data entry.

  1. When this happens...
    UpscaleUpscale
    Prospect Updated

    Triggers when a prospect is updated in Upscale.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    CopperCopper
    Create Person

    Creates a new Person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Upscale triggers, actions, and search

    Opportunity Updated

    Triggers when an Opportunity is updated.

    Trigger
    Instant
    Try It
  • Upscale triggers, actions, and search

    Prospect Opted Out

    Triggers when a prospect opts out from all types of communication.

    Trigger
    Instant
    Try It
  • Upscale triggers, actions, and search

    Prospect Updated

    Triggers when a prospect is updated in Upscale.

    Trigger
    Instant
    Try It
copper logo
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

Related categories

  • CRM (Customer Relationship Management)

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upscale logo
upscale logo

About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

Related categories

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories