Copper + PersistIQ Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Copper and PersistIQ, with as many as 85 possible integrations. Are you ready to find your productivity superpowers?
Create PersistIQ prospects for new Copper people
Spend less time exporting from your CRM and importing into your workflow system. This Zapier integration between Copper and PersistIQ automatically creates new a prospect in PersistIQ when a new person is added to Copper.
Note: PersistIQ has duplicate detection and will not create a prospect if the email address already exists in your PersistIQ account. Also, you can use Zapier to apply filter logic to only create the prospects you specify.
How this Copper-PersistIQ integration works
- A new person is created in Copper
- Zapier creates a new prospect in PersistIQ
Apps involved
- Copper
- PersistIQ
Add Copper leads to PersistIQ campaigns
Create a seamless connection between your Copper CRM and your PersistIQ sales communication workflows. This Zapier integration automatically adds leads to your PersistIQ campaigns based on the lead status in Copper, so you can pick up the communication in PersistIQ.
Note: you can use Zapier to apply additional filter logic to specify which leads to add to campaigns.
How this Copper-PersistIQ integration works
- A lead in Copper has a status you specify (e.g, status = open)
- Zapier adds the lead to a specific PersistIQ campaign (e.g, Demo request campaign)
Apps involved
- Copper
- PersistIQ
Add companies to PersistIQ Do Not Contact list for Copper opportunity stage changes
When a opportunity passes a certain stage such as negotiating or closed won, you don’t want your sales team to continue sending prospecting emails and making cold calls into the company. Avoid these embarrassing and costly mistakes with this integration, which coordinates your outbound sales communication in PersistIQ with your Copper opportunity stages. Stop all outbound communication to a company when the opportunity moves to a specific stage in your CRM.
Note: The PersistIQ Do Not Contact feature prevents communication from your team to anyone at a specific domain.
How this Copper-PersistIQ integration works
- An opportunity in Copper has a stage you specify (e.g, stage = negotiating)
- Zapier adds the company to the Do Not Contact list in PersistIQ
Apps involved
- Copper
- PersistIQ
It's easy to connect Copper + PersistIQ and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an Opportunity's status is changed.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
Triggers when a Lead is created in Copper.
Creates a new Person.
Triggers when a Task is changed.
Creates a new Lead.
Triggers when a Project is changed.
Adds a prospect to a campaign.
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