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Copper integration

Use Copper in Zoft workflows, voice agents, chat agents and AI employees. Use Copper from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Lead
  2. ZoftAgent or workflow decides what happens next
  3. Then in CopperCreate Lead
  4. AndCreate Task
Illustrative flow built from Copper’s real triggers and actions.

Zoft + Copper

What Zoft can do with Copper.

  • 01Voice agentsA phone agent can use Copper actions such as Create Lead and Create Task during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Copper while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Lead” happens in Copper, or use Copper as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Copper actions on its own, and ask for your approval before it sends or changes anything important.

Actions 20

Things Zoft can do in Copper.

  • Create LeadAdds a new lead.
  • Create TaskAdds a new task under a person, lead, or opportunity.
  • Update LeadUpdates an existing lead.
  • Convert LeadConverts a lead into a person (optionally with company/opportunity).
  • Create PersonAdds a new person/contact.
  • Update PersonUpdates a person based on matching criteria.
  • Create CompanyAdds a new company.
  • Create ProjectAdds a new project.
  • Update CompanyUpdates a company record.
  • Update ProjectUpdates a project record.
Show all 20
  • Create ActivityLogs an activity related to CRM entities.
  • Search for a LeadLookup a lead using match criteria.
  • Custom API CallMake a custom API call to a specific endpoint
  • Search for a PersonLookup a person using match criteria.
  • Create OpportunityAdds a new opportunity.
  • Search for a CompanyLookup a company.
  • Search for a ProjectLookup a project.
  • Update OpportunityUpdates an opportunity using match criteria.
  • Search for an ActivityFind an existing activity by type/criteria.
  • Search for an OpportunityLookup an opportunity.

Triggers 11

Events in Copper that can start a workflow.

  • New LeadTriggers when a new lead is created.
  • New TaskTriggers when a new task is created.
  • New PersonTriggers when a new person/contact is created.
  • New ActivityTriggers when a new activity is logged
  • Updated LeadTriggers when a lead is modified.
  • Updated TaskTriggers when a task is updated.
  • Updated ProjectTriggers when a project is updated.
  • Updated Lead StatusTriggers when the status of a lead changes.
  • Updated OpportunityTriggers when an opportunity changes.
  • Updated Opportunity StageTriggers when an opportunity stage changes
Show all 11
  • Updated Opportunity StatusTriggers when an opportunity's status changes.

Setup

Connect Copper in three steps.

  1. 01ConnectChoose Copper in Connections and enter the account details Copper asks for, such as a store name or token.
  2. 02Put it to workAdd Copper as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

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FAQ

Copper on Zoft, answered.

What can Zoft do with Copper?

Zoft supports 20 actions and 11 triggers for Copper. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Copper to Zoft?

Choose Copper in Connections and enter the account details Copper asks for, such as a store name or token.

Can a voice agent or chat agent use Copper?

Yes. Once Copper is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Copper without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Copper to work in your operation.

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