Hello Community,
I hope this message finds you well. I'm currently facing a challenge in integrating my Phone.com app with Copper and could use some guidance from the experts in the community. I have attempted to use Zap templates and troubleshoot the integration, but I haven't achieved the desired results. I'm reaching out to the community to seek advice, tips, or step-by-step guidance on how to effectively set up these Zaps and ensure a smooth connection between Phone.com and Copper.
Integration Goals: I am aiming to create at least two types of zaps.
Zap 1: Whenever there is a new inbound SMS/call in the Phone.com app, I want the information to be seamlessly sent to Copper. Copper should then search for an existing person, and if none is found, it should create a new person and mark them as a potential lead.
Zap 2: Similarly, for any new inbound SMS/call in the Phone.com app, the information should be sent to Copper. This time, Copper needs to search for an existing person, match it, and add a copy of the SMS/call data into Copper.
If anyone has experience with similar integrations or has successfully set up Zaps between Phone.com and Copper, your expertise would be invaluable. I look forward to your insights and suggestions to overcome this integration challenge.
Thank you in advance for your help!
