Copper + SALESENGINE.SE
Generate SalesEngine consumer records with new Copper activities
Looking to stay responsive to lead activity? This integration is your answers. As soon as a new activity registers in Copper, this automation will create a consumer record in SalesEngine's CRM--no added clicks needed!
Looking to stay responsive to lead activity? This integration is your answers. As soon as a new activity registers in Copper, this automation will create a consumer record in SalesEngine's CRM--no added clicks needed!
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create SE Consumer Record (Deprecated)This function creates a Consumer Record in SE.
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPartner Status Updated ToRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Partner Added
Triggers when a new partner record is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SE Record TypeRequired
SE Record StatusRequired
SE Lead SourceRequired
SE Campaign
Workflow
LDN
First NameRequired
Last NameRequired
Address 1Required
Address 2
CityRequired
State
ZipRequired
PhoneRequired
EmailRequired
AgeRequired
Home Value
Mortgaged Owed
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone
Email
SE Record TypeRequired
SE Record StatusRequired
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Home Value
Mortgaged Owed
Notes
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Stage
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Partner Workflow
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search PartnerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundConsumer Status Updated ToRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Consumer Added
Triggers when a new consumer record is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Consumer WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email
Phone
StatusRequired
Workflow
TypeRequired
Company NameRequired
Stage
Address
Address 2
City
State
Zip
Country
Website
Birthdate
Title
Assistant
Description
Lead Source
campaigns
Record Owner
Assigned to User
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
First Name
Middle Name
Last Name
Email
Phone
Birthdate
Status
Workflow
Partner type
Address 1
Address 2
City
State
Zip
Country
Description
Website
Opt Out
Stage
Title
Assistant
Lead Source
Campaign
Record Accepted Date
Record Owner
Assigned to User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Consumer Record IDRequired
First Name
Last Name
Email
Phone
SE Record Type
SE Record Status
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Opt Out
Home Value
Mortgaged Owed
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Stage
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search ConsumerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Copper
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