Copper + kvCORE
Update opportunities in Copper when new campaign actions occur in kvCORE
Streamline your sales process with this easy workflow. Whenever a campaign action occurs in kvCORE, it will immediately update the corresponding opportunity in Copper. This seamless connection between the two applications reduces manual entry, saves time, and ensures accuracy, helping you to keep your sales pipeline up-to-date effortlessly. Enhance organizational efficiency with this simple and effective automation.
Streamline your sales process with this easy workflow. Whenever a campaign action occurs in kvCORE, it will immediately update the corresponding opportunity in Copper. This seamless connection between the two applications reduces manual entry, saves time, and ensures accuracy, helping you to keep your sales pipeline up-to-date effortlessly. Enhance organizational efficiency with this simple and effective automation.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Update Opportunity
Updates an Opportunity based off of a match criteria.
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Campaign Zap IDRequired
Try ItFirst Name
Lead Type
Last Name
Email
Cell Phone 1
Cell Phone 2
Lead Status
Form or Capture Method
Source
Secondary Source
Date Registered
Interested in City
Interested in Price
Interested in MLS#
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Assign to Agent Email
Note
Assign to Agent ID
Tags (Multiple)
Entity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try It
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItEmail
First Name
Last Name
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Note
Logged Call Type
Logged Call Resoluton
Logged Call Note
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try It
