Overview
The Copper CRM integration routes every call, chat and lead qualification directly into your existing Copper environment. Everything happens behind the scenes so your sales team stays focused on deals, not data entry.

Core Benefits

• Real-Time Contact & Opportunity Creation
  New inquiries become Copper contacts and opportunities instantly—no manual steps.
• Automatic Activity Logging
  Calls, messages and qualification notes log back to the right record so your team always has full context.
• Pipeline Stage Automation
  When a prospect’s status changes during interaction, the agent advances the deal stage in Copper.
• 24/7 Lead Capture
  After-hours inquiries flow into Copper so no lead ever slips through the cracks.
• Enterprise-Grade Security
  OAuth-based authentication, field-level permissions and full audit trails keep your data safe and compliant.

Setup Made Easy
Our team handles every step. You grant us secure Copper API access, and we configure field mappings, pipeline stages and workflows. No portals to learn. No API work on your end.

Why It Matters
Cut manual entry errors by up to 80 percent. Shrink follow-up times from hours to seconds. Most teams see ROI within days through faster response and higher close rates.

‍