Verse + Copper
Update Copper opportunities by id when new Verse leads are created
Keep your sales pipeline updated in real time using this Verse and Copper workflow. When a new lead is created in Verse, this automation will immediately update the corresponding opportunity details in Copper. This allows for timely follow up and ensures no potential customer falls through the cracks.
Keep your sales pipeline updated in real time using this Verse and Copper workflow. When a new lead is created in Verse, this automation will immediately update the corresponding opportunity details in Copper. This allows for timely follow up and ensures no potential customer falls through the cracks.
- When this happens...New Lead Created
Trigger when a lead has been created.
- automatically do this!Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
