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


Keeping leads updated on your company's activities is a way of nurturing them. This flow will add leads to PersistIQ from Copper.

How it works
1) A lead is added to Copper.
2) Zoho Flow adds it to PersistIQ.
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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 created

Triggers when a new lead is created

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create opportunity

Creates a new opportunity

Create project

Creates a new project

Create or update lead

Creates or updates the details of a lead

Create company

Creates a new company

Add person

Adds a new person

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create task

Creates a new task

Update company

Updates the details of an existing company

Update opportunity

Updates the details of an existing opportunity

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

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

Add lead to campaign

Adds a lead to an existing campaign

Update prospect status

Updates the status of an existing prospect

Remove lead from campaign

Removes the specified lead from an existing campaign

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

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.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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