Copper + Zenoti

Copper + Zenoti integrations

Convert new Copper leads into Zenoti opportunities

Effortlessly manage your leads and sales process with this Copper to Zenoti automation. When a new lead is added in Copper, an opportunity will be created in Zenoti, ensuring all your potential sales are captured and tracked seamlessly. Streamline your sales pipeline and stay on top of your opportunities with this efficient workflow.

When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstant
automatically do this!
Create OpportunityCreates an opportunity.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Copper and Zenoti

Discover other triggers and actions you can use with Copper and Zenoti

- 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
Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
Try It
Appointment Group Create
Triggers when a new appointment group is created.
Trigger
Instant
Try It
Appointment Start
Triggers when an appointment is started.
Trigger
Instant
Try It
Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
Try It
Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
Try It
Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
Try It
Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
Try It
Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
Try It
Employee Blockout Deleted
Triggers when an Employee Blockout is Deleted.
Trigger
Instant
Try It
Employee Create
Triggers when an Employee is created.
Trigger
Instant
Try It
Employee Update
Triggers when an Employee is updated.
Trigger
Instant
Try It
Gift Card Update
Triggers when a Gift Card is updated.
Trigger
Instant
Try It
Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
Try It
Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
Try It
Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
Try It
Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
Try It
Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
Try It
List All Countries
Lists all available countries.
Trigger
Polling
Try It
List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
Try It
Room Blockout Deleted
Triggers when a Room Blockout is Deleted.
Trigger
Instant
Try It
- Employee
  Required
- Security Role ID
  Required
- Security Role Name
  Required
- View Type
  Required
Action
Write
- Code
- Center
  Required
- Is Consultant?
- First Name
  Required
- Last Name
  Required
- Email ID
  Required
- Gender
- Date Of Birth
- Mobile Number
  Required
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User Name
  Required
- Job ID
Action
Write
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
- Tags
Action
Write
- Center ID
  Required
- Opportunity Title
  Required
- Opportunity Description
- Opportunity Owner ID
- Guest ID
  Required
- Employee ID
  Required
- Priority
- Follow-Up date
  Required
- expected close date
- listed amount
- offered amount
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
- Mode
- Is Recurring?
Action
Write
- Guest ID
  Required
Action
Search
- Guest ID
  Required
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
- Tags
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- 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
Appointment Feedback Created
Triggers when a new Appointment Feedback is Created.
Trigger
Instant
Try It
Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
Try It
Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
Try It
Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
Try It
Class Booking No Show
Triggers when a Class Booking is marked as No Show.
Trigger
Instant
Try It
Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
Try It
Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
Try It
Employee Blockout Created
Triggers when an Employee Blockout is Created.
Trigger
Instant
Try It
Employee Blockout Updated
Triggers when an Employee Blockout is Updated.
Trigger
Instant
Try It
Employee Delete
Triggers when an Employee is deleted.
Trigger
Instant
Try It
Gift Card Create
Triggers when a new Gift Card is created.
Trigger
Instant
Try It
Guest Create
Triggers when a new guest is created.
Trigger
Instant
Try It
Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
Try It
Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
Try It
Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
Try It
Guest Package Create
Triggers when a Guest Package is created.
Trigger
Instant
Try It
Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
Try It
List All Employee Centers
This API retrieves the list of all centers associated with the currently authenticated employee. It ensures that the response is scoped only to the centers the logged-in user has access to, based on their roles, permissions, or organizational mapping.
Trigger
Polling
Try It
Room Blockout Created
Triggers when a Room Blockout is Created.
Trigger
Instant
Try It
Room Blockout Updated
Triggers when a Room Blockout is Updated.
Trigger
Instant
Try It
- Center ID
  Required
- Opportunity ID
  Required
- notes
  Required
- Employee ID
Action
Write
- Employee
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
Action
Write
- Center
  Required
- Name
- Email
- Mobile Country Code
- Phone
- Description
- Assigned To
- Stage ID
  Required
- Source ID
  Required
- Lead Type ID
  Required
- Priority Type ID
  Required
- Is Existing Guest
- Is Active
- Follow Up Date
- Expected Close Date
- List Price
- Offered Price
- Username
- Gender
- Lead Origin
- Optional Text 1
- Optional Text 2
- Optional Text 3
- Integration Data
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Mode
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Tags
Action
Search
- First Name
  Required
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Tags
- Center
  Required
- User code
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new opportunities in Zenoti for newly added companies in Copper

Update Zenoti opportunities with new Copper companies