Zillow Tech Connect + SMS by Zapier + Copper Integrations

How to connect Zillow Tech Connect + SMS by Zapier + Copper

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Do even more with Zillow Tech Connect + SMS by Zapier + Copper

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zillow Tech Connect, SMS by Zapier, and Copper. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is available in your agent hub (does not trigger if an agent adds the contact themselves).
Trigger
Instant
Try It
- Entity TypeRequired
- Activity TypeRequired
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 TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
- Replace or Append to Tags
Action
Write
- Full Name
  The Person's full name
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-Mail
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
- Replace or Append to Tags
Action
Write
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
- Replace or Append to Tags
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
  Insert the ID of the primary contact for this Opportunity. To get the ID, please create another action before this step: Copper - Create/Update Person and update the name field. Here is our guide.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
  The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
- Replace or Append to Tags
Action
Write
- Api Docs Info
  API docs for Copper are located here https://developer.copper.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
  The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Description
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
Action
Search or write

- From Number
  Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
- MessageRequired
  Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
Action
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 TypeRequired
  The type of Activity to log.
- Activity DateRequired
  The date and time for which the Activity should be logged.
- Parent TypeRequired
  The type of the Copper object on which the Activity will be logged.
- Parent ObjectRequired
  The Copper object on which the Activity will be logged.
- Acting UserRequired
  The Copper User performing the Activity.
- DetailsRequired
  Details about the Activity to be logged.
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
Action
Write
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- If Person Already Exists
  Copper enforces uniqueness of Person email addresses, i.e. more than one Person cannot have the same email address. This setting determines how the Create/Update Person Action behaves when provided with an email address that belongs to an existing Person.
  When "If Person Already Exists" is set to "Skip" (its default value), attempting to create a Person with an email address belonging to an existing Person will make no changes, and Copper will return the existing Person.
  When "If Person Already Exists" is set to "Overwrite", attempting to create a Person with an email address belonging to an existing Person will update the existing Person with the specified attributes, and Copper will return the updated Person.
  (This setting does not affect creating a Person with no email address, which is always valid, or creating a Person with email addresses belonging to multiple existing People, which is always invalid.).
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
- Replace or Append to Tags
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
- Replace or Append to Tags
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
Action
Write
- NameRequired
- Primary ContactRequired
  The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
  The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Description
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Task will be assigned.
- Due Date
  The due date of the Task.
- Reminder Date
  The date and time at which to be reminded about the Task.
- Description
- Priority
  The priority of the Task.
- Tags
  A comma-separated list of tags for the Task.
- Related Entity Type
  The type of the Copper object on which the Task will be related to.
- Related Entity Object
  The Copper object on which the Task will be related to.
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
  The type of Activity to log.
- Activity DateRequired
  The date and time for which the Activity should be logged.
- Parent TypeRequired
  The type of the Copper object on which the Activity will be logged.
- Parent ObjectRequired
  The Copper object on which the Activity will be logged.
- Acting UserRequired
  The Copper User performing the Activity.
- DetailsRequired
  Details about the Activity to be logged.
Action
Search or write
- Match by TypeRequired
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
Action
Search or write
- Match by TypeRequired
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
Action
Search or write

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How Zillow Tech Connect + SMS by Zapier + Copper Integrations Work

Step 1: Authenticate Zillow Tech Connect, SMS by Zapier, and Copper.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Zillow Tech Connect + SMS by Zapier + Copper

About Zillow Tech Connect

The Zillow Tech Connect app allows agents to send leads to tools like CRMs and marketing automation software. It works for Zillow, Trulia, HotPads, RealEstate.com, and StreetEasy. It is also known as Zillow Premier Agent.

Learn more

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About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

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About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

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Zillow Tech Connect + SMS by Zapier + Copper Integrations

How to connect Zillow Tech Connect + SMS by Zapier + Copper

Do even more with Zillow Tech Connect + SMS by Zapier + Copper

New Contact

New Activity

Entity TypeRequired

Activity TypeRequired

New Person

New Lead

New Task

Updated Contact Type

Updated Opportunity

Updated Opportunity Status

Updated Lead

Updated Task

Associate to Project

Source TypeRequired

Project IdRequired

Source IdRequired

Create/Update Company

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

Update Person

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

Create Person

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