When this happens...
CopperUpdated Opportunity Stage
Then do this...
PersistIQAdd Do Not Contact Domain

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

  1. An opportunity in Copper has a stage you specify (e.g, stage = negotiating)
  2. Zapier adds the company to the Do Not Contact list in PersistIQ

Apps involved

  • Copper
  • PersistIQ

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

See PersistIQ Integrations