
When this happens...
New Contacts

Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is created.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when a new Opportunity is created in Copper.
Triggers when a new Lead is created in Copper.
Triggers when a new project is created in Copper.
Action is the task that follows automatically within your Google Contacts integrations.
Creates a new contact in Google Contacts.
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search a contact in Google Contacts by name, email or phonenumber.
Updates an existing contact in Google Contacts.
Delete a contact from Google Contacts using email, full name, or phone number.
update an existing group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Google Contacts and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Contacts triggers actions in Copper (or vice versa).
Absolutely. You can customize how Google Contacts data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Google Contacts and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Contacts and Copper. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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