I use Copper CRM. I’d like to search for any associated opportunities (there may be a few) where the primary contact of the opportunity has a specific email address.
Does anyone have any suggestions on how to configure a Zap to do this?
Kind regards,
Jim
+14Hi
That would likely involve using the Copper API: https://developer.copper.com/opportunities/list-opportunities-search.html
Zap action: Copper - API Request
OR
Try using AI to help you create a Custom Action for Copper.
https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-custom-action
If you need help, you can hire help via the directory of Certified Zapier Experts: https://zapier.com/experts
+6Hi
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
We're looking forward to your response.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
