Copper integration with PersistIQ
How to Add companies to PersistIQ Do Not Contact lists with new Copper opportunity stage changes
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add companies to PersistIQ Do Not Contact lists with new Copper opportunity stage changes" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PersistIQ integrations
PersistIQ actions
Nekton can use any feature that is available in PersistIQ API.
Using our advanced AI, you can easily create custom automations for PersistIQ.
Here are some typical actions you can do in your automated workflows.
Add Do Not Contact Domain
Adds a new Do Not Contact domain.
Create or Update Prospect
Creates or updates a prospect.
Update Prospect Status
Updates prospect status.
Add Prospect to Campaign
Adds a prospect to a campaign.
Create Prospect
Creates a new prospect.
New Prospect
Triggers when a new prospects is created.
About PersistIQ
PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.