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 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
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.
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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.
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