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- 99 Topics
- 250 Replies
Not understanding the workflow automation
Hello I am new to Copper and thus far, it is great I have watched a few videos on automation, but when you get into the details of triggers, and this does that and so on, it is a bit confusing Here is what I want to doThere are 2 types of people I want this automation to work forleads in my pipeline Other peopleI want to set up automation that will send an email when I have gone 30 days without contact Any ideas? Also, if there are some resources that go more in depth with how the triggers and automation works that is great too
Workflow Automation: count x days after Opportunity closed (Won, Lost or Abandoned) for specific people (Tag:Vip) and create task
Hi Everyone, I’m looking to identify a few contacts with a tag (example: Vip) AND if last opportunity closed (won, lost or abandoned) is above 42 days (from last opportunity closed) , create an automatic follow up task for a team. Is this possible?
Keep unsubscribe contacts from being added back
with those contacts that want to unsubscribe, how do we record them so that they will no longer be contacted? I can delete them from copper, however if later another colleague adds them back in without knowledge that they have unsubscribed previously, and the colleague contacted the person again, it is a real problem.
Creating a New Contact from details within an email
I receive leads through a third party -When the lead comes in, I receive an email from the third party. The email essentially says:The person below wants to speak to you about how you can help! Then it lists the prospect’s name, phone #, email address, zip code and the territory they represent to my business, I am trying to automate the process of pulling this information and creating the client profile in my CRM - I have already tried Zapier and it’s not getting me the information or the timing that I want within a reasonable budget
Task/Bulk email automation
Instead of automating a “Task” reminder, is there a way of triggering a “Bulk” email template to automatically be sent according to specific criteria? For instance, automating an email to be sent to an Opportunity’s Primary contact, with a due date set to 60 days later (after an Opportunity’s Stage was changed).
Attach the same set if tasks to every opportunity
For each opportunity in each step of the pipeline, I want to attach the same set of tasks. I set-up a project with all the tasks, but I don’t see how to attach the project to the opportunity. I also don’t see how the Project template would help, since it only contains three fields. Please advise the best way to have the same group of tasks launched for each opportunity.
Prevent Duplicate Opportunities by Matching Names
I have a workflow set up where it would create a new opportunity with a specific naming format using a formula when a checkbox on a Person account is checked to "true". A user can inadvertently check, uncheck and check box again and that would create duplicate opportunities.Since Opportunity names are not unique, I want to know if there is a way to create a workflow that would prevent an opportunity record from being created if another opportunity exists with the same matching opportunity name.Feel free to re-post this as an idea or merge with another related post.
Project Creation from Opportunities
I can see that when marking an opportunity as Won you can immediately create a Project. I see that the resulting project will pull information from the opportunity, including the company, owner, description, and the activity log. How do I get it to pull in other custom fields in the Opportunity that are identical in the resulting Project?
Using workflow automation to create a task, tried to use tag as trigger
Hi,I am trying to create an automated task, depending on the department/deal in the opportunity will go to the correct person.I tried to use tags as my defining trigger but for some reason that did not work.I set it it as follows:Trigger: When a specific field is updated on an opportunityTrigger conditions:Stage: when it equals standard XPipeline: equals standard YTags: equals standard Z All of the conditions are met (AND)Action:Create Task:Name: Use Formula CONCAT(name, ': Review Candidate Details')Activity Type: Standard To DoOwner: Standard (Me)Description Standard Review Candidate (If this above would have worked, I would have created workflow automation with the next tag for the next person), however, when testing, i did not receive any tasks. Where am i going wrong?
Workflow Automation, I don't get it.
I work for an insurance company, I’m trying to automate some of the mundane task so workflow is easier and faster. It’s a two person company.Here’s the flow right now - She sends me base quote in drive. Then she messages me that it’s there. I create a quote document for coverages. I send it back to her. She sends this quote to the coverage insurance to see if they are willing to cover. Sometimes they don’t get back to her and she forgets. Driver is waiting and we may loose the opportunity. Here’s where I want copper to come into play, I’ve been playing around with the workflow settings but can’t seem to get it down correctly or know the best way to go about this.She sends me an email and tags it with special tag → that tag triggers a new task for me → I am able to view this task with the email details attached to it in the copper side panel of Gmail. → I complete the task, reply back to the email, and tag the email as another special tag → Tag triggers the former task to be completed →
Automate recurring tasks
Hi! I would like to automate a recurring task but I’m not sure if this can be done. I would like to set it up so that when a client changes to a specific contact type it will set up a task for me to call them every Thursday at 10:30. Can this be done? I’m seeing where I can do that on an individual client or where I can automate something to happen X number of days after the contact type is changed but not a mix of the two. Thank you!
Workflow for tasks associated with People
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!
Automatic lead creation
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.
Automatization of the Users in the pipeline (creating opportunities automatically)
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!
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