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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Copper.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in SalesHive.

You’re connected!

Zapier seamlessly connects Copper and SalesHive, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
Account Status Updated
Triggered when an account status is updated.
Trigger
Polling
Try It
Meeting Status Updated
Triggered when a meeting status is updated.
Trigger
Polling
Try It
New Account Note Added
Triggered when a new note is added.
Trigger
Polling
Try It
New Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Trigger
Polling
Try It
New Campaign Added
Triggered when a new campaign is created.
Trigger
Polling
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Email Sent From Campaign
Triggered when a new email is sent.
Trigger
Polling
Try It
- Contain
Trigger
Polling
Try It
New Removed Contacts
Triggered when a new removed is added.
Trigger
Polling
Try It
- Email
- Campaign ID
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
Action
Write
- First Name
- Last Name
- Email
- Title
- Company
- Company Name Long
- Website
- Phone
- LinkedIn URL
- Campaign ID
- Industry
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Contact Status
- Direct Phone
- Company Phone
- Notes Title
- Note
- Skip updating existing contacts
- Insert Null Values
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- CompanyEmployeeCount
- CompanyRevenue
- Specialty
- Number of Physicians
Action
Write
- Email
Action
Write
- Name
- Last Name
- Title
- Company
- Email
  Required
- Linked In Url
- Direct Phone
- Company Phone
- Website
- Meeting Status
  Required
- Meeting Source
- Meeting Set Date
- Meeting Set By
- Meeting Date
- Meeting Time Zone
- Owner
- Contract Value
- Reminder Email Account
- Industry
- Seniority
- Send Reminder
- Note Title
- Note
- IsDaylightSavingTime
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Linked In Url
- Meeting Source
- Owner
- Reminder Email Account
- Engagement Status
- Direct Phone
- Company Phone
- Meeting Set By
- Note Title
- Note
Action
Write
- Email
  Required
Action
Write
- Domain
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 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
Contact Status Updated
Triggered when a contact status is updated.
Trigger
Polling
Try It
New Account Added
Triggers when a new account is added.
Trigger
Polling
Try It
New Email Added on Blacklist
Triggers when a new contact added on blacklist.
Trigger
Polling
Try It
New Meeting Added
Triggers when a new meeting is added.
Trigger
Polling
Try It
New Call Made
Triggered when a new call is added.
Trigger
Polling
Try It
New Email Receive From Campaign
Triggered when a new email is Receive.
Trigger
Polling
Try It
New Potential Meeting
Triggered when a new potential meeting is added.
Trigger
Polling
Try It
New Referral Added
Triggered when a new referrals is added.
Trigger
Polling
Try It
Potential Meeting Status Updated
Triggered when a potential meeting status is updated.
Trigger
Polling
Try It
- ContactEmail
- Title
- Note
Action
Write
- Name
  Required
- Account Name Long
- Email Domains
  Required
- Website
  Required
- Account Owner
- Account Category
- Account Status
- Industry
- Address 1
- Address 2
- City
- State
- Country
- Zip
- Reason Unqualified
- Account Type
- Account Client Status
- Is Deleted
- Notes Title
- Note
- Company Employee Count
- Company Revenue
- Company Phone
Action
Write
- Domain__c
Action
Write
- First Name
- Last Name
- Email
  Required
- Title
- Company
- Company Name Long
- City
- State
- Country
- Website
- Phone
- LinkedIn URL
- Industry
- Address 1
- Address 2
- Zip
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Direct Phone
- Company Phone
- Other Phone 1
- Other Phone 2
- Note
- Notes Title
- Validation Score
- Contact Status
- Employee Count
- Company Revenue
- Sales Development Reps
- Tag
- DirectPhoneExt
- FollowUpDate
- SalesRep
- ExternalAccountID
- ExternalContactID
- ExternalField1
- ExternalField2
- ExternalField3
- ZoomID
- BestPhone
- BestPhoneStatus
- Phone1
- PhoneStatus
- Phone2
- Phone2Status
- Phone3
- Phone3Status
- Phone4
- Phone4Status
- ExternalID
- FollowUpNotes
- IsDoNotCallContact
- ZoomContactID
Action
Write
- SalesHive Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Write
- Email
Action
Write
- Name
- Client Status
- Client Start Date
- Client End Date
- Target Accounts per Qtr
- Default Contract Value
- Website
- Reason Lost
- Logo Approval
- Time Zone
- Track Domain
- Closed By
- BCC Email
- Slack Channel Internal
- Slack Channel External
- Do Not Add Meetings To Blacklist?
- Is Sent Meeting Create Notification
- Is Sent Meeting Reschedule Notification
- Server Number
- Client Billing Method
- Client Billing Contact
- Client Billing Email
- Client Billing Address
- Client Billing Date
- Client Billing Status
- Client Billing Amount
- Client Billing Period
- PPM Est. Months
- Limit Users Per Client
- Zoom Info Contact Limit Type
- Zoom Info Contact Limit
- Limit Total Contacts Per Client
- AI
- SEO
- Allow All Call Recordings
- Playbook URL
- Playmaker URL
- Company Summary
- Value Prop
- Package Type
Action
Write

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The average user takes less than 6 minutes to set up a Zap

Connect Copper and SalesHive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to SalesHive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

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About SalesHive

SalesHive uses cold calling, email, LinkedIn, and direct mail to book meetings with qualified buyers for your sales team.

HelpHelp

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Sales & CRM

Connect Copper and SalesHive to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and SalesHive to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to SalesHive on the world's largest no-code automation platform