Learn how person, deal, and call data is merged after adding Copper into CloudTalk.
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.
Contact Data Mapping
Importing Copper Contacts to CloudTalk
Copper Person --------------------> | CloudTalk Contact |
Name | Name |
Link to person profile | Contact link |
Work phone numbers | Phones |
Work emails | Emails |
| Tags |
/ | Title |
/ | Company |
/ | Industry |
/ | Website |
Street | Address |
City | City |
Postal Code | Zip |
State | State |
/ | Country |
Person owner (if owner's email is also a CloudTalk agent email) | Favorite agent |
Update Copper Person or Create New (from CloudTalk Contact)
CloudTalk Contact -----> | Copper Person (new) | Copper person (updated) |
Name | Name | Name |
Contact link | Link to person profile | Link to person profile |
Phones | Work phone numbers | Work phones |
Emails | Work emails | Work emails |
Tags | / | / |
Title | Title | / |
Company | / | / |
Industry | / | / |
Website | Work website | / |
Address | Street | / |
City | City | / |
Zip | Postal Code | / |
State | State | / |
Country | / | / |
Favorite agent | Contact owner (if the agent email is also a Copper user email) | / |
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.
Opportunity Data Mapping
CloudTalk Contact Activity | Copper Opportunity |
Deal | Opportunity |
Activity link | Link to deal |
Title | Name |
Value (with currency) | Value |
Organization | Company |
Status | Status |
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.
Call Data Mapping
CloudTalk Contact Call | Copper Activity |
Contact | Person |
Call end | Created date |
Call link | Link to deal task |
Agent name Call Notes Call tags Recording URL | Description |
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.
SMS Data Mapping
CloudTalk SMS | Copper Activity |
Agent (or fallback agent in integration settings) | Creator |
Contact name
| Description
|
Created date | Created date |
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!