Integrate Copper with PersistIQ
Send information between Copper and PersistIQ automatically, without writing any code, using Zoho Flow.
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Add Copper leads to PersistIQ
How it works
Add Copper leads to PersistIQ
Copper + PersistIQ
Build your own integrations between Copper and PersistIQ
Connect Copper and PersistIQ with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Copper and PersistIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Add lead to campaign
Adds a lead to an existing campaign
Create or update lead
Creates a new lead. Updates the details if it already exists.
Add DNC domain
Adds a new Do Not Contact domain
Update prospect status
Updates the status of an existing prospect
Remove lead from campaign
Removes the specified lead from an existing campaign
What is PersistIQ?
PersistIQ is an email automation tool that lets you send personalized emails, email follow-ups, email campaigns, and bulk emails. It also allows custom sequence building, A/B testing, analytics, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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