Copper + LoyaltySurf
Trigger loyalty actions in LoyaltySurf from new opportunity stage changes in Copper
Looking to activate a loyalty action when there's a new change in an opportunity stage in Copper? This template is the solution. Whenever there's an update to an opportunity stage in Copper, a loyalty action will be automatically triggered in LoyaltySurf.
Looking to activate a loyalty action when there's a new change in an opportunity stage in Copper? This template is the solution. Whenever there's an update to an opportunity stage in Copper, a loyalty action will be automatically triggered in LoyaltySurf.
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this!Trigger Loyalty Action
Triggers a loyalty action to unlock a reward.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About LoyaltySurf
LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.