Verse + Copper
Update Copper opportunities by id when new Verse leads are created
Keep your sales pipeline updated in real time using this Verse and Copper workflow. When a new lead is created in Verse, this automation will immediately update the corresponding opportunity details in Copper. This allows for timely follow up and ensures no potential customer falls through the cracks.
Keep your sales pipeline updated in real time using this Verse and Copper workflow. When a new lead is created in Verse, this automation will immediately update the corresponding opportunity details in Copper. This allows for timely follow up and ensures no potential customer falls through the cracks.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- 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.
