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Copper + Pluspoint

Email Pluspoint surveys for newly-closed opportunities in Copper

Each time an opportunity is closed in Copper, this Zap automatically triggers an email containing a Pluspoint survey to your customer. Capture feedback and reviews with no added clicks or keystrokes!

Each time an opportunity is closed in Copper, this Zap automatically triggers an email containing a Pluspoint survey to your customer. Capture feedback and reviews with no added clicks or keystrokes!

  1. When this happens...
    CopperCopper
    Updated Opportunity Stage

    Triggers when an Opportunity's stage is changed.

    TriggerInstant
  2. automatically do this!
    PluspointPluspoint
    Send Email Survey

    Sends an automated email to the client with a request to rate the service and leave a positive review on connected review sites. The email is sent within an hour after the action is triggered unless a custom delay is specified.

    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
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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pluspoint logo

About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

Related categories