Freshcaller-Copper CRM Integration:



Overview

View caller’s details contained in Copper CRM within Freshcaller.



Description

The Copper CRM app allows you to view complete information including contact details of the caller, associated opportunities and activities. If there is no Copper CRM entry for that customer, agents can simply create one with a single click. 


Primary features of the app are:



  •   The ‘Create Contact’ link creates a new contact inside Copper CRM.
       

  •    Create a new opportunity in Copper CRM using ‘Create Opportunity’ link.

       

  •    Create activities on call end with details of Caller ID, Notes, Call     duration, Type of the call.

       

  •    Make the most of the Copper CRM app to gather caller information and     provide personalized and targeted customer support.



Instructions

To install Copper CRM app

  1. Log in to your Freshcaller portal and head over to the Freshcaller product gallery using link     https://*.freshcaller.com/admin/mkp-gallery
     

  2. Select ‘All’ in Browse by category and search ‘Copper CRM’ app.

       

  3. Once  you choose Copper CRM, you will be redirected to the install page for the app.

       

  4. Login to your Copper account.

       

  5. Select Settings from the bottom left menu.

       

  6. Go to Integrations -> API Keys on left menu.

       

  7. Copy API key, Copper domain from the URL and Copper email and click Install.

       

  8. Now, you can view your ‘Copper CRM’ widget in Freshcaller.