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Copper CRM

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View caller’s details contained in Copper CRM within Freshcaller.
Published by support(about 5 years ago)
Free
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2
Version History
Version 1.0
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.
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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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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