Verse + Copper
Update opportunities in Copper when new unqualified leads appear in Verse
Boost your sales process efficiency with this workflow. When a new unqualified lead is identified in Verse, it updates the corresponding opportunity in Copper. This streamlines your CRM updates, saving time and ensuring that no potential sale falls through the cracks. Featuring this streamlined process can increase your sales conversions.
Boost your sales process efficiency with this workflow. When a new unqualified lead is identified in Verse, it updates the corresponding opportunity in Copper. This streamlines your CRM updates, saving time and ensuring that no potential sale falls through the cracks. Featuring this streamlined process can increase your sales conversions.
- When this happens...New Unqualified Conversation
Trigger when a conversation has been unqualified.
- automatically do this!Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
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New Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItNew Qualified Conversation
Trigger when a conversation has been qualified.
Try ItEnd Conversation (Qualify)
End and qualify a conversation.
Search ByRequired
Search ValueRequired
New Conversation Created
Trigger when a conversation has been created.
Try ItNew Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Type
Street Address
City
State
Postal Code
Additional Notes
Source
External Id
Script
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
