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Set up your first integration
Quickly connect AgentLocator to Copper with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate AgentLocator with Copper - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from AgentLocator.
Add your action
An action happens after the trigger—such as "Create Activity" in Copper.
You’re connected!
Zapier seamlessly connects AgentLocator and Copper, 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.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
ActionWrite- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant
- Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
ActionWrite- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant
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