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

How to Configure my Copper Integration

How CloudTalk Merges Contacts

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