Copper CRM integration allows you to seamlessly sync phone communications and contact information between your business phone system and pipeline. In this guide, you’ll learn how to activate the integration, customize your call logging preferences, and embed the Ringover dialer directly inside Copper.

Integrate Copper CRM with Ringover

1. Activate the Copper integration

Generate an API key in your Copper CRM and paste it into Ringover to bridge the two platforms.

1. Go to your Copper administrator account
2. Click on the top-left corner menu and select Copper integrations
3. Go to the API key section and click on Generate API key
4. Copy the generated key details
5. Go to your Ringover dashboard and navigate to the Integrations page
6. Click on Activate next to Copper
7. Paste your Copper API key and credentials into the required fields

2. Configure Ringover logging and customization options

Tailor how calls, recordings, and contact details are created and updated in Copper.

1. Go to your Ringover integrations page
2. Click on Configure next to Copper
3. Customize the following settings based on your workflow:

1. Call types: Select Manage call types to choose which types of calls sync to your CRM.
2. Include recordings in call logs: Choose to attach call recordings by selecting All files, Recordings, Voicemails, or None.
3. Restrict access to recordings: Enable this option to limit playback access strictly to users with active Ringover licenses.
4. Phone numbers: Select the specific outbound lines you want to include in the integration.
5. SMS numbers: Select the specific messaging numbers you want to include in the integration.
6. Link users with an account: Link Ringover users to a Copper CRM account.
7. Assign missed IVR calls to: Designate a specific default Copper user to receive ownership of any missed switchboard calls.
8. Link users with a Copper account: Automatically links Ringover agents to their corresponding Copper accounts if they share the same login email address.
9. Log internal calls: Activate this option to automatically log calls made between internal Ringover agents.
10. Include Empower summaries and transcripts: Toggle this to append automated AI summaries and full text transcript links directly to Copper activity comments.

11. 11. Include scenario name in call logs: Append the active IVR campaign or routing flow name to incoming call logs.

12. Logs display language: Select your preferred default language for automated log text.
13. Type of object created: Choose whether incoming numbers should automatically generate a Person or a Lead.
14. If a contact page exists, open that page when the contact answers the call: Enable this to automatically open the matching contact's page in Copper the instant an agent answers their call.
15. Log calls as: Choose whether to save your call histories as Tasks or Activities.
16. Type of activity created: Match call outcomes to a specific layout (choose Phone Call, Meeting, To Do, or SMS).
17. Create contact for calls: Define when new records should be created (options include Incoming, Outgoing, Missed, Completed, All calls, or No contact page).
18. Sync contacts (v4): Toggle on to display real-time contact sync logs.
19. Mapped fields: Select standard fields from Copper CRM and assign custom label names to have them displayed in the Info section of your dialer.

3. Install the embedded Ringover dialer in Copper

Enable your agents to place, receive, and log calls without ever leaving the Copper interface.

1. Go to your Copper administrator account
2. Click on the top-left corner menu and select Copper integrations
3. Scroll to the bottom of the page and click on Create an embedded app
4. Fill in the configuration fields with the following details:
   • URL: https://app.ringover.com
   • Optional Advanced Configuration: {"voip":true,"width":400,"height":700}
5. Click Save to activate the embedded dialer

🎉 You now know how to integrate Copper CRM with Ringover and can seamlessly sync contacts, automate call logs, and access the dialer directly inside your CRM workflow!