Verse + Copper
Update opportunities in Copper when new qualified leads appear in Verse
Streamline your sales process with this effective workflow. When a new qualified lead comes in via Verse, it instantly updates the corresponding opportunity in your Copper CRM system. This ensures that your sales team has relevant and up-to-date information, helping them to close deals faster and more efficiently. Turn potential clients into profitable relationships with this simplified and synchronized method.
Streamline your sales process with this effective workflow. When a new qualified lead comes in via Verse, it instantly updates the corresponding opportunity in your Copper CRM system. This ensures that your sales team has relevant and up-to-date information, helping them to close deals faster and more efficiently. Turn potential clients into profitable relationships with this simplified and synchronized method.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- 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.
