Speed-to-Lead™ + Copper integration lets you to log all call activities, lead info and more into the Copper Dashboard.
With Brightcall + Copper integration you get:
Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the Copper.
Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in Copper.
Auto-routing - In case, an existing lead in CopperCopper decides to request a call via Brightcall, then only the Contact/Lead Owner defined in Copper will get connected with a lead.
Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.
Custom fields - All of your custom fields filled by prospects are saved in the Copper.
Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.
If a matching lead is found, it will be updated.
If no matching lead is found, a new lead will be created automatically.
How to set up ?
In order to set up integration with Copper CRM, Admin of the Copper account will need to generate and provide an API key with us, so our Support Team would be to set up an integration for your account. Please follow the steps below 👇
1. Log in as Admin on Copper.
2. Navigate to 'Settings' → 'Integrations' → 'API Keys'.
3. Click the 'Generate API Key' button.
4. Once your API Key is produced, you'll be able to see when it was generated and give it a label to differentiate its usage from other API Keys you may generate in the future. Please make sure to label generated API key “Convolo.ai”.
5. Share the API key with us on: [email protected]
Now you’re all set ! 🎉
Once all the steps are successfully completed, our Team will confirm back the integration status to you. Normally it takes 1-2 working day(s).
If you are having trouble getting the API key or you have any other questions, feel free to drop us an email at [email protected]