How to Integrate Your Copper CRM Account with KrispCall?
KrispCall and Copper CRM integration allow businesses to have a smooth workflow and effective interactions, monitor project status, and seamlessly automate time-consuming and repetitive tasks.
This dynamic duo effortlessly captures leads, enhances customer service processes, and helps you grow your business in every aspect.
So, let's dive into the features and benefits of this integration and some easy steps for integrating your Copper CRM account with KrispCall.
Integrating Copper CRM with KrispCall offers several features. Below are some major features of this integration:
The KrispCall & Copper integration automatically logs call information like Caller ID, duration, and direction (inbound and outbound). This feature saves time and effort and increases productivity and efficiency by eliminating the need for manual entry. It also reduces manual errors and ensures data accuracy.
Furthermore, you can access complete customer interactions within your Copper CRM interface. This allows you to identify trends, track performance metrics, and evaluate your team's efficiency.
With KrispCall & Copper integration, you can view customer information like past purchases, interactions, concerns, and much more before receiving the call. This feature allows agents to prioritize calls, personalize interactions, and respond to them in a timely manner.
With faster access to customer data, salespeople can focus on closing more deals instead of wasting time gathering information.
KrispCall integration with Copper CRM allows you to initiate calls directly from the Copper dashboard, eliminating the need to switch between tabs. This feature eliminates manual dialing numbers – all you have to do is find and click the contact name, and your call will be automatically initiated.
This feature can be really helpful to the sales, support, and marketing teams as they can instantly connect with leads or customers at no time and deliver effective customer service.
Integrating KrispCall with Copper CRM automatically syncs contact information on both platforms. That means if you add or update contacts in Copper, they will be automatically reflected in KrispCall and vice versa, eliminating the need for manual entry in both systems.
Furthermore, this integration ensures data is accurately added and updated on both platforms. With two-way data flow, your team can collaborate better since everyone has access to the most up-to-date call information.
The integration of KrispCall and Copper CRM provides you with valuable insights into call performance, such as call duration, missed calls, and call recordings. You can access this data right within your Copper account, allowing you to optimize workflow, analyze customer data, and make informed decisions.
Moreover, data obtained from call analytics gives you in-depth insights into your sales and marketing performance. This information can be used to optimize your campaigns, identify customer needs and preferences, and increase customer satisfaction. You can also use this data to target their customer base better and maximize its return on investment.
The KrispCall and Copper CRM offers several benefits to businesses. Here are some key benefits of this integration:
The integration of KrispCall with Copper CRM allows you to have all your call and customer data right within the Copper CRM interface. This makes it easier to track leads, manage customer relationships, and optimize campaigns. Additionally, you can qualify leads based on their preferences and prioritize outreach efforts accordingly.
The KrispCall and Copper integration allows agents to make and receive calls directly from the Copper dashboard. This saves them time and effort and allows them to connect with more leads, increasing their productivity and helping them close more deals.
Moreover, this integration automates repetitive tasks, freeing up agent’s time and allowing them to focus on more strategic tasks.
Access to a centralized view of the customer journey during calls allows agents to deliver better customer service and tailor their interactions accordingly. This integration also enables agents to quickly identify customers' needs and provide them with personalized solutions, improving customer satisfaction and leading to higher customer loyalty.
Integrating Copper CRM with KrispCall provides call data, including call recordings, notes, and other relevant details. Using this data, businesses can segment customers. This segmentation allows them to tailor their marketing campaigns to better target their customers, increasing their effectiveness and driving more sales.
With KrispCall and Copper CRM integration, agents can effortlessly initiate calls without leaving the Copper CRM interface. This saves agents precious time and facilitates a smooth telephony process.
Moreover, with screen pop-ups during incoming calls, agents can view caller information like caller ID, purchase history, and past conversations; this allows them to handle customer queries more efficiently.
Step 1: Log in to your KrispCall account and Go to Settings.
Step 2: You'll find Integrations under App Settings. Then click on it.
Step 3: After that, you’ll see a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Copper, click on the Connect → button just below Copper.
Step 4: Doing that, you will see a pop-up window asking you to accept or reject the integration of Copper with KrispCall after logging into Copper. Click on the Authorize button to continue.
Step 5: Upon clicking the accept button, you will be redirected to the KrispCall application and a successful integration message will appear.
With Copper integrated into KrispCall, users can enable/disable different settings. Let's start with the general settings.
Point to remember: All the setting options for general and workflow settings will be on by default when the integration is done for the first time.
There are two options in the three dots of active integration: edit and delete. Under edit, there is a different list of settings.
After clicking the edit option, three options are now available under general settings.
Create new contacts for calls: Copper allows you to add new contacts to its address book. By turning on this toggle, contacts created in KrispCall are synced one way to Copper.
Contacts 2-Way sync: Copper and KrispCall must synchronize contacts added and updated in KrispCall. Contacts created and updated in KrispCall should be synced to Copper and vice-versa when this toggle is on for two-way contact sync. Also, after toggling on the initial contact, Copper and KrispCall will be synced to each other.
Note: There is no webhook provided by Copper so the two-way contact sync feature is not implemented here only the initial sync feature is available.
Noted logging: Include only notes in call details. This option saves/syncs notes to Copper only when the toggle is on.
The workflow setting is present after the general settings.
By changing/clicking the mouse pointer, the workflow setting options are opened.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls(engagements)/ Disabled: By making the log of outgoing answered calls disabled, they will not be saved/synced. By making calls(engagements) the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls(engagements)/ Disabled: By making the log of outgoing unanswered calls disabled, it will not be saved/synced. And by making calls(engagements) the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls(engagements)/ Disabled: By making the log of incoming answered calls disabled, it will not be saved/synced. By making calls(engagements) the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls(engagements)/ Disabled: By making the log of incoming unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming unanswered calls will be saved/synced.
Log voicemails as Calls(engagements)/ Disabled: By making the log of voicemails disabled, it will not be saved/synced. By making calls(engagements), the voicemail log will be saved/synced.
Log and assign an unassociated number as Contact/Lead: By making contact, the log of the new number will be saved to contact. The call log of the new number will be saved to lead by making the lead.
Just after the workflow settings, you will find the connected numbers setting. The connected numbers setting option appears when you change/click the mouse pointer. There's only one option under connected numbers.
Log phone calls for these phone numbers: This option will show the list of available numbers in the respective workspace. This setting ensures that the log of selected numbers will only be saved on Copper.
Note: If no number is selected here then call logs will not be synced in the respective CRM
This dynamic duo effortlessly captures leads, enhances customer service processes, and helps you grow your business in every aspect.
So, let's dive into the features and benefits of this integration and some easy steps for integrating your Copper CRM account with KrispCall.
Features You Will Get After Integrating Copper CRM with KrispCall
Integrating Copper CRM with KrispCall offers several features. Below are some major features of this integration:
1. Automatic call logging
The KrispCall & Copper integration automatically logs call information like Caller ID, duration, and direction (inbound and outbound). This feature saves time and effort and increases productivity and efficiency by eliminating the need for manual entry. It also reduces manual errors and ensures data accuracy.
Furthermore, you can access complete customer interactions within your Copper CRM interface. This allows you to identify trends, track performance metrics, and evaluate your team's efficiency.
2. Screen pop-ups and caller ID
With KrispCall & Copper integration, you can view customer information like past purchases, interactions, concerns, and much more before receiving the call. This feature allows agents to prioritize calls, personalize interactions, and respond to them in a timely manner.
With faster access to customer data, salespeople can focus on closing more deals instead of wasting time gathering information.
3. Instantly initiate calls with click-to-call
KrispCall integration with Copper CRM allows you to initiate calls directly from the Copper dashboard, eliminating the need to switch between tabs. This feature eliminates manual dialing numbers – all you have to do is find and click the contact name, and your call will be automatically initiated.
This feature can be really helpful to the sales, support, and marketing teams as they can instantly connect with leads or customers at no time and deliver effective customer service.
4. Seamless contact syncing
Integrating KrispCall with Copper CRM automatically syncs contact information on both platforms. That means if you add or update contacts in Copper, they will be automatically reflected in KrispCall and vice versa, eliminating the need for manual entry in both systems.
Furthermore, this integration ensures data is accurately added and updated on both platforms. With two-way data flow, your team can collaborate better since everyone has access to the most up-to-date call information.
5. Call analytics and reporting
The integration of KrispCall and Copper CRM provides you with valuable insights into call performance, such as call duration, missed calls, and call recordings. You can access this data right within your Copper account, allowing you to optimize workflow, analyze customer data, and make informed decisions.
Moreover, data obtained from call analytics gives you in-depth insights into your sales and marketing performance. This information can be used to optimize your campaigns, identify customer needs and preferences, and increase customer satisfaction. You can also use this data to target their customer base better and maximize its return on investment.
Benefits of Integrating Copper CRM with KrispCall
The KrispCall and Copper CRM offers several benefits to businesses. Here are some key benefits of this integration:
1. Effortlessly track your leads
The integration of KrispCall with Copper CRM allows you to have all your call and customer data right within the Copper CRM interface. This makes it easier to track leads, manage customer relationships, and optimize campaigns. Additionally, you can qualify leads based on their preferences and prioritize outreach efforts accordingly.
2. Increased agent productivity
The KrispCall and Copper integration allows agents to make and receive calls directly from the Copper dashboard. This saves them time and effort and allows them to connect with more leads, increasing their productivity and helping them close more deals.
Moreover, this integration automates repetitive tasks, freeing up agent’s time and allowing them to focus on more strategic tasks.
3. Improved customer service
Access to a centralized view of the customer journey during calls allows agents to deliver better customer service and tailor their interactions accordingly. This integration also enables agents to quickly identify customers' needs and provide them with personalized solutions, improving customer satisfaction and leading to higher customer loyalty.
4. Optimize marketing campaigns
Integrating Copper CRM with KrispCall provides call data, including call recordings, notes, and other relevant details. Using this data, businesses can segment customers. This segmentation allows them to tailor their marketing campaigns to better target their customers, increasing their effectiveness and driving more sales.
5. Better call handling
With KrispCall and Copper CRM integration, agents can effortlessly initiate calls without leaving the Copper CRM interface. This saves agents precious time and facilitates a smooth telephony process.
Moreover, with screen pop-ups during incoming calls, agents can view caller information like caller ID, purchase history, and past conversations; this allows them to handle customer queries more efficiently.
How to Integrate Copper CRM with KrispCall?
Step 1: Log in to your KrispCall account and Go to Settings.
Step 2: You'll find Integrations under App Settings. Then click on it.
Step 3: After that, you’ll see a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Copper, click on the Connect → button just below Copper.
Step 4: Doing that, you will see a pop-up window asking you to accept or reject the integration of Copper with KrispCall after logging into Copper. Click on the Authorize button to continue.
Step 5: Upon clicking the accept button, you will be redirected to the KrispCall application and a successful integration message will appear.
Integration setting
With Copper integrated into KrispCall, users can enable/disable different settings. Let's start with the general settings.
Point to remember: All the setting options for general and workflow settings will be on by default when the integration is done for the first time.
1. General Settings
There are two options in the three dots of active integration: edit and delete. Under edit, there is a different list of settings.
After clicking the edit option, three options are now available under general settings.
Create new contacts for calls: Copper allows you to add new contacts to its address book. By turning on this toggle, contacts created in KrispCall are synced one way to Copper.
Contacts 2-Way sync: Copper and KrispCall must synchronize contacts added and updated in KrispCall. Contacts created and updated in KrispCall should be synced to Copper and vice-versa when this toggle is on for two-way contact sync. Also, after toggling on the initial contact, Copper and KrispCall will be synced to each other.
Note: There is no webhook provided by Copper so the two-way contact sync feature is not implemented here only the initial sync feature is available.
Noted logging: Include only notes in call details. This option saves/syncs notes to Copper only when the toggle is on.
2. Workflow settings
The workflow setting is present after the general settings.
By changing/clicking the mouse pointer, the workflow setting options are opened.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls(engagements)/ Disabled: By making the log of outgoing answered calls disabled, they will not be saved/synced. By making calls(engagements) the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls(engagements)/ Disabled: By making the log of outgoing unanswered calls disabled, it will not be saved/synced. And by making calls(engagements) the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls(engagements)/ Disabled: By making the log of incoming answered calls disabled, it will not be saved/synced. By making calls(engagements) the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls(engagements)/ Disabled: By making the log of incoming unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming unanswered calls will be saved/synced.
Log voicemails as Calls(engagements)/ Disabled: By making the log of voicemails disabled, it will not be saved/synced. By making calls(engagements), the voicemail log will be saved/synced.
Log and assign an unassociated number as Contact/Lead: By making contact, the log of the new number will be saved to contact. The call log of the new number will be saved to lead by making the lead.
3. Connected Numbers
Just after the workflow settings, you will find the connected numbers setting. The connected numbers setting option appears when you change/click the mouse pointer. There's only one option under connected numbers.
Log phone calls for these phone numbers: This option will show the list of available numbers in the respective workspace. This setting ensures that the log of selected numbers will only be saved on Copper.
Note: If no number is selected here then call logs will not be synced in the respective CRM
Updated on: 17/05/2024
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