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Copper + PersistIQ

Add companies to PersistIQ Do Not Contact lists with new Copper opportunity stage changes

When an 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 automatically when the opportunity moves to a specific stage in your CRM.

When an 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 automatically when the opportunity moves to a specific stage in your CRM.

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

    Triggers when an Opportunity's stage is changed.

    TriggerInstant
  2. automatically do this!
    PersistIQPersistIQ
    Add Do Not Contact Domain

    Adds a new Do Not Contact domain.

    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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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

About PersistIQ

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

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