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Copper + Text Request

Copper + Text Request integrations

Create Text Request messages for new Copper leads

Effortlessly stay on top of your lead management with this Copper and Text Request integration. Whenever a new lead is added in Copper, this workflow will send a message in Text Request, keeping you informed and streamlining your communication. Save time and improve your efficiency by allowing this automation to connect your lead management process seamlessly.

When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstant
automatically do this!
Send MessageSends an SMS or MMS message, optionally at a scheduled time.
ActionWrite

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More things you can do with Copper and Text Request

Discover other triggers and actions you can use with Copper and Text Request

- 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
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
- Phone_number
  Required
- Custom_field_id
  Required
- Custom_field_value
- Add_custom_field_to_contact
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_tag
  Required
- Add_tag_to_contact
  Required
Action
Write
- Location_id
  Required
- Name
  Required
- Notes
  Required
Action
Write
- Location_id
  Required
- Keyword_value
  Required
- Response
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Sender_phone
  Required
- Status_callback
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Phone_number
- Custom_field_id
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Location_id
  Required
- Status_callback
- Files
- Review_campaign_id
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
Action
Search
- Location_id
  Required
- Keyword
Action
Search
- Location_id
  Required
- Name
  Required
- Notes
  Required
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
- Location_id
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_group
  Required
- Add_group_to_contact
  Required
Action
Write
- Location_id
  Required
- Name
  Required
Action
Write
- Message
  Required
- Location_id
  Required
- Group_ids
- Recipient_phone_numbers
- Excluded_phone_numbers
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Message
- Description
  Required
- Customer_phone
  Required
- Amount_requested
  Required
- Location_id
  Required
- Reference_number
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Location_id
  Required
- Tag_color
  Required
- Tag
  Required
Action
Write
- Location_id
  Required
- Phone_number
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
Action
Search
- Location_id
  Required
- Name
Action
Search
- Location_id
  Required
- Phone_number
  Required
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
- First Name
- Last Name
- Suppressed Reason
- Note
Action
Search or write
- Location_id
  Required
- Keyword
  Required
- Response
  Required
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)

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About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create or update Text Request contacts for new Copper persons

Send messages for updated companies in Copper with Text Request