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- 58 Topics
- 143 Replies
Hello everyone!We run a fabrication business and we have designers (People and/or Companies) that have specific requests for unique paperwork each time we complete a project for them. I’m trying to find a way to use automated workflow to generate a task when that specific person/company is used in a project, it will put a task in that project to remind us to send that paperwork. Unfortunately, it’s a smaller pool so making it work for all projects isn’t really an option. If anyone has an idea how to do this or even another route we can take, it would be greatly appreciated. Thank you!
Hi there!The company I work in is trying to begin and keep a consistent lead tracking. That is why I was wondering: is there any way to automatically:Convert new emails into leads? Convert leads into people when they purchase a product?I would be interested in -firstly- in using an inner Copper protocol to do so if exists. Alternatively, I am aware of tools like Zapier, Integromat, or something similar that could help.Could somebody shed some light into this? Thank you very much in advance! Oriol C.
Hello community, hows going?Im new in Copper and just starting to get used to it.Yesterday i sent my first 50 bulk emails and created my pipeline in opportunities.I was wondering if its possible to automate and send those 50 contacts to the first stage of the pipeline.Maybe changing the type of contact I think but i couldnt do it.Would be really helpful for me!thanks!
Copper is the only CRM system that I’ve used that doesn’t automatically change the win % to 0% when an opportunity is marked lost. When an opportunity is lost but the sales person forgets to manually change the win % to zero, it still shows in our forecast. It’s very frustrating. Are there plans to fix this?
I’d like to set up a Workflow Automation in which the completion of a specific task on a particular record creates a new task related to that same record. Is that possible? This is what I came up with, but it doesn’t relate the new task to the record on which the triggering task was completed:TriggerWhen a specific field is updated on a TaskName = (standard) TEST TASKCompleted Date = (use a formula) CURRENTDATE()Action 1Create TaskName (standard) TEST TASK #2Due Date (use a formula) DATEADD(CURRENTDATE(),5)Owner (standard) User ABC
I need help with creating a reminder for my sales reps to regularly check in on customers. I need the workflow automation to find all companies that zip code begin with 790 and have not been contacted in 180 days create a todo for the owner in copper to contact them.
I am trying to setup an automation that will calculate an end date. So for example we have 3 custom fields: start date duration end date I want to know if there is a way to set up an automation so that if start date and duration are entered, the end date will automatically calculate.Additionally I need to automate if start date and end date are both inout, that the duration will be calculated. Are either of these automations possible?
Hello everyone. For the meantime, I’ve decided to work with ClickUp for all of my task management. I’ve found that there’s a pretty decent flow of info from Copper to ClickUp via zapier.I am now forwarding all tasks to ClickUp via Zapier, but I can’t seem to the get the detail of the task itself over there, such as the customer name and / or opportunity name.Does anyone have experience with this that can offer us some insight?
Hi,I’ve been trying to create a workflow automation to send a task to revise the close date of an opportunity when it’s past due. I don’t want the task to be sent if the opportunity is in the “Order received” stage but Copper keeps sending the task for opportunities in that stage. Here’s what I put together: Can someone tell me what I am doing wrong? Thanks
Hi,I am trying to create a cloned opportunity in a project management pipeline that is named “client name - “ And the sales Type of the Won opportunity. I have a custom dropdown field for sales type that carries from the sales opp to the PM opp just fine, but when using the formula ‘CONCAT(name,” - “,cf_SType) it returns “Doe, John - 477845”. Does anyone know how to have it return the selection, rather than the reference number? Thanks,
I created a workflow to create a task when a checkbox is selected in an opportunity. This works if I check the field manually. But if I update the checkbox from a workflow, the workflow is not kicked off. Is this conclusion correct and works as designed?
I am interested to know how long it takes my sales team to get in contact with a lead. It would be useful to have a field “First Interaction Date” which will record the date when the first email is sent out.The customer support team told me this feature is not available. Any workaround?
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