Copper
When this happens...
CopperNew Person
Then do this...
PersistIQCreate Prospect

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

  1. A new person is created in Copper
  2. Zapier creates a new prospect in PersistIQ

Apps involved

  • Copper
  • PersistIQ

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Copper + PersistIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Update Person

Updates a Person depending on the match criteria.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create Person

Creates a new Person.

Updated Task

Triggers when a Task is changed.

Create Lead

Creates a new Lead.

Updated Project

Triggers when a Project is changed.

Add Prospect to Campaign

Adds a prospect to a campaign.

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Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

Learn More

PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.

See PersistIQ Integrations

Connect Copper + PersistIQ

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