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Copper + PersistIQ

Create PersistIQ prospects for new Copper persons

Spend less time exporting from your CRM and importing into your workflow system. This integration between Copper and PersistIQ automatically creates prospects in PersistIQ when new persons are added to Copper.

Spend less time exporting from your CRM and importing into your workflow system. This integration between Copper and PersistIQ automatically creates prospects in PersistIQ when new persons are added to Copper.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    PersistIQPersistIQ
    Create Prospect

    Creates a new prospect.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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persistiq logo
persistiq logo

About PersistIQ

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

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