Integrating Copper with Convolo.ai
Set up Speed To Lead™ + Copper CRM integration
Speed-to-Lead™ + Copper integration lets you to log all call activities, lead info and more into the Copper Dashboard.
With Convolo + Copper integration you get:
- Automation - Your leads from Convolo are saved automatically in the Copper dashboard.
- Auto-assignment - after the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Copper.
- Auto-routing - In case, an existing lead in Copper decides to request a call via Convolo, then only the contact owner defined in Copper will get connected with a lead.
- Custom fields - All of your custom fields filled by prospects are saved in the Copper dashboard.
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@example.com.
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 firstname.lastname@example.org
Last updated on July 3, 2023