Copper CRM - what is it?
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads and grow their customer relationships, but do not have time for data entry, repetitive admin tasks or complicated tools.
Do not waste hours typing data - Copper integrates with Gmail and other Google Apps and logs all your emails and other interactions with the right contact for you. You can also view key information about your sales and relationships, from email threads to past interactions to tasks... all in one place. And never drop the ball - Cooper even reminds you to reach out to contacts and follow up on deals.
How does Copper CRM works with Chat Agents
Upon completion of a chat on your site, a new chat lead is added by our Chat Agents with all contact information, a brief chat summary, and the chat transcript.
With this Copper CRM - Chat Agents integration, these lead details are automatically added as a new lead in your Copper CRM account.
When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat transcript from Chat Agents. These lead details are also automatically updated in Copper CRM.
NOTE : Chat Agents also integrates with Copper Calendar so our chat agents can use Copper Calendar to schedule your appointments with chat visitors to your website.
How to integrate Copper CRM with Chat Agents
To integrate Copper CRM with Chat Agents, first, log into your Copper CRM account at https://app.copper.com/users/sign_in
If you do not already have a Copper CRM account, you can create one at https://www.copper.com/
Once logged in, click on the settings icon in the bottom left menu and then click on "Integrations" and then "API Keys".
Then click on "GENERATE API KEY".
Copy the API KEY you created, as it will be used in the next step.
Now log in to the integration page of your Chat Agents account. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to "Integrations" which should open https://my.chatagents.com/integrations.
Search for Copper CRM and enable the "Edit" button on the right hand side.
You will then see the Chat Agents - Copper CRM Integration page.
Click on "Connect", which will open a popup modal where you need to paste the API token you copied earlier , you will also need to enter the email ID registered with your Copper account.
That's it. If everything is correct and no error message is displayed, your Chat Agents and Copper CRM are integrated.
Whenever our chat agents add new chat leads in our system, you will see it in our CRM and receive a notification via text, email and through our apps.
With this integration, you will also see the same lead details with associated notes and chat transcripts automatically and instantly added to your Copper CRM account.
This saves you from manually re-entering all the chat lead details into your Copper CRM account.
Lead details are added in your Chat Agents CRM.
Chat transcripts are also added in your Chat Agents CRM.
The same lead is also visible in your Copper CRM account,
Along with the chat summary and chat transcript, both of which are added as notes to the lead in your Copper CRM account.
If you have any questions or need help integrating Copper CRM or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard - we will be happy to do it for you, at no additional cost.