This article will talk briefly about how you can set up Copper's features within the CloudTalk interface. There's a separate article for help with integrating your Copper into CloudTalk.
How It Works
Contacts
Import contacts from Copper to CloudTalk
Contacts are merged when multiple Copper Contacts have the same phone number, email address, or name. See Merging Contacts for details.
CloudTalk Contact | Copper Person |
Name | Name |
Contact link | Link to person profile |
Phones | Work phone numbers |
Emails | Work emails |
Tags | "copper" and all Copper person tags |
Title |
|
Company |
|
Industry |
|
Website |
|
Address | Street |
City | City |
Zip | Postal Code |
State | State |
Country |
|
Favorite agent | Person owner (if owner's email is also a CloudTalk agent email) |
Create or update Copper contact when CloudTalk contact is created or updated
Contact updates replace the existing name, all phone numbers, and all email addresses for the Copper person.
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 agent email is also a Copper user email) |
|
Deals
Import all Copper opportunities and update them when they're updated in Copper
This imports all the contact's opportunities (deals) to their CloudTalk contacts.
CloudTalk Contact Activity | Copper Opportunity |
Deal | Opportunity |
Activity link | Link to opportunity |
Title | Name |
Calls
Create Phone Call activities in Copper for CloudTalk calls
Users can limit the calls which are sent out by assigning specific CloudTalk numbers in the Connected numbers section. See Additional Info in this guide to configuration for help.
Calls are linked to their Copper person, company, and all opportunities.
In the integration settings, users can choose which contact will be assigned for missed calls, as well as for calls coming from a CloudTalk agent who is not a Copper user.
CloudTalk Contact Call | Copper Activity |
Contact | Person |
Call end | Created date |
Call link | Link to activity |
Call Notes Recording URL | Description |
SMS
Create tasks in Copper for CloudTalk SMS
Users can limit the SMS messages which are sent out by assigning specific CloudTalk numbers in the Connected numbers for SMS section. See Additional Info in this guide to configuration for help.
Calls are linked to their Copper person, company, and all opportunities.
In the integration settings, users can choose which contact will be assigned for SMSs coming from a CloudTalk agent who is not a Copper user.
CloudTalk SMS | Copper Activity |
Agent (or fallback agent in integration settings) | Creater |
Contact name Text | Description
|
Created date | Created date |
Related Links