By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
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:
1. The ‘Create Contact’ link creates a new contact inside Copper CRM.
2. Create a new opportunity in Copper CRM using ‘Create Opportunity’ link.
3. Create activities on call end with details of Caller ID, Notes, Call duration, Type of the call.
4. Make the most of the Copper CRM app to gather caller information and provide personalized and targeted customer support.
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, click on Install to 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.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
1.0 (March 2020)
No release notes found
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