This article will help you add a Copper integration into CloudTalk.
User Level:
Admin
Copper + CloudTalk
Requirements
An Essential, Expert, or Custom plan with CloudTalk
Account admin for Professional or Business Copper account
Configuration
Add Copper into CloudTalk
Have the API Key and API URL of your Copper account ready to copy and paste.
From the legacy dashboard, navigate to Account > Integrations.
Hover over the Copper integration and select
+ Add.Optional: Enter a Caption to give your integration a unique name (useful for companies with multiple Copper integrations).
In the Workflow settings section under API Authentication, select
New Authentication.
Enter your first Copper API email address and API Key. Leave Application as developer-api.
Create.
In the Workflow settings section under Webhook Authentication, select
New Authentication.
Enter your second Copper API email address and API Key.
Create.
For the Fallback Activity Owner, select the Copper user you want to assign call activities to (in cases where the agent who made the outbound call is not found in Copper).
Calls with no CloudTalk agent or fallback owner—or with an agent who lacks a matching email address in Copper—will be logged to Copper with no assignee.
For SMS Settings, select the Copper user you want to assign SMS activities to (in cases where the agent who sent the outbound SMS is not found in Copper).
SMS messages with no CloudTalk agent or fallback owner—or with an agent who lacks a matching email address in Copper—will be logged to Copper with no assignee.
Select
FinishandSavewhen done changing settings.
Connected Numbers + SMS
To only log calls for specific CloudTalk numbers, add desired numbers to the Connected numbers section. You can also search and add numbers to the Connected numbers for SMS section when you only want to log SMS messages for those numbers.
Not adding any numbers within these sections means that messages and/or calls for all numbers will be logged in Copper.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!