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Why use Copper CRM with Convertalk?

Convertalk integrates with Copper CRM to enhance customer relationship management and automate lead nurturing processes. By syncing Convertalk’s AI-driven chatbot with Copper CRM’s robust features, businesses can capture, qualify, and follow up with leads seamlessly. This integration ensures real-time data updates in the CRM, helping teams engage customers at the right moment with personalized responses and actions.

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Benefits of using Copper CRM:

  • Automated Lead Qualification: Capture and qualify leads through automated chat conversations, syncing data directly into Copper CRM.
  • Personalized Customer Interactions: Use Convertalk to deliver tailored messages based on customer data stored in Copper CRM.
  • Streamlined Sales Pipeline: Keep your sales pipeline updated in real-time, with automated lead management and follow-ups.
  • Increased Efficiency: Save time by automating routine tasks like lead capture, follow-ups, and data entry, allowing teams to focus on high-value activities.

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Integrate Convertalk with Copper:-

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, and select the Bot you want to integrate with Copper.
  2. Now, click the**‘Integrate’ tab.**

  3. The Integrate window will open up. Make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
    • Now find Copper by:-
    • Either scrolling down the list
    • Or by typing in ‘Copper’ in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button as shown below.

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To complete the process, you need to fill out:-
    • The API Token
    • Email address
    • Lead Title

  2. The API Token:-
    • Click the settings button (the gear icon) on the left-most side of your Copper Dashboard.

    • it will take you to your account settings.
    • Here, navigate to the **Integrations **tab, and click the little triangle on the right side to expand the menu.
    • Now click on API Keys
    • To obtain your API key, click on the **Generate API Key **button.

    • Copy your API Key and paste It on Convertalk.

  3. Email Address:-
    1. This email address will be the same one you use on your Copper Account.
    2. The format will be name@company_domain
    3. **Example:- **xyz@apple.com
  4. Lead Title:-
    1. The lead title is your choice. You can name your lead anything you want.
    2. For Ex:- Pipedrive test lead.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After filling out the details, click Connect.

  2. Look for the notification “Integrated Successfully” for confirmation.

  3. Also, your Copper integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Copper and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and the Copper you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Copper , it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.