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 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 Call Activities, in the Workflow Settings section under API Authentication, select the Fallback Activity Owner. This will define the Copper user who is assigned the call activity when the CloudTalk agent who made the outbound call is not found in Copper.
If no matching CloudTalk agent or fallback owner is assigned—or if the agent’s email address doesn’t match a Copper user—the call will be logged in Copper without an assignee.
For SMS Activities, in the SMS Settings section under Workflow settings, select the Copper user you wish to assign SMS activities to, in cases where the agent who sent the SMS is not found in Copper.
Like with calls, if no agent or fallback owner is selected—or if the agent’s email doesn’t match a Copper user—the SMS will be logged without an assignee in Copper.
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.
If no numbers are added to these sections, messages and 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!