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In this article you will learn how Copper contacts, opportunities, calls, and SMS messages sync with CloudTalk.
User level: Admin, Agent, Supervisor
Ready to configure the CloudTalk + Copper integration?
Follow the step-by-step instructions in our Configure Copper guide.

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Contacts + Persons

Your Copper contacts will be imported into CloudTalk during initial synchronization. From there, synchronization runs periodically to check for and update changes on either side. Copper contacts will also be created or updated when a new CloudTalk contact is added or changed.
Contact merging occurs in CloudTalk when multiple Copper contacts have the same phone number, email address, or name.
In Copper, contact updates replace the existing name as well as all phone numbers and email addresses for the Copper person.

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Contact Data Mapping

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Importing Copper Contacts to CloudTalk

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Update Copper Person or Create New (from CloudTalk Contact)

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Opportunities

Copper opportunities are imported to associated contacts in CloudTalk. Periodic synchronization ensures they remain up to date within CloudTalk when they are updated in Copper.

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Opportunity Data Mapping

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Calls

Phone call activities are created in Copper for CloudTalk calls. These activities become linked to their Copper person, company, and all opportunities. Within integration settings, admin can choose a Fallback Activity Owner to assign missed calls and calls coming from a CloudTalk agent who is not a Copper user. Admin can also limit which calls get exported by assigning specific CloudTalk numbers in the Connected Numbers section within the integration configuration.

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Call Data Mapping

CloudTalk Contact CallCopper Activity
ContactPerson
Call endCreated date
Call linkLink to deal task
Agent nameCall NotesCall tagsRecording URLDescription

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SMS

Tasks are created in Copper for CloudTalk SMS messages. These tasks become linked to their Copper person, company, and all opportunities. Within integration settings, admin can choose a Fallback Activity Owner to assign SMS messages coming from a CloudTalk agent who is not a Copper user. Admin can also limit which SMS messages get exported by assigning specific CloudTalk numbers in the Connected Numbers for SMS section within the integration configuration.

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SMS Data Mapping

CloudTalk SMSCopper Activity
Agent (or fallback agent in integration settings)Creator
Contact name
  • Text
Description
Created dateCreated date
Calls from unassociated numbersWhen a call comes from a phone number that does not match any existing contact in Copper, CloudTalk does not automatically create a new contact for it. The call is only exported when it can be linked to a known contact.
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