Deskpro
Deliver exceptional customer experiences across every touchpoint with Deskpro's omnichannel help desk, unifying customer interactions and enabling timely, effective resolutions.
Deskpro's integration with Copper CRM enables agents to access crucial customer information from their Copper account directly within Deskpro. With seamless integration, agents can view and manage Copper CRM contacts, opportunities, and notes without switching between platforms.
Things you can do using the Deskpro and Copper integration:
- View customer details, opportunities, and notes: Agents can instantly access comprehensive customer profiles, including contact details, past interactions, and purchase history, directly within Deskpro. This real-time access eliminates the need for manual searches and ensures informed customer interactions.
- Create new contacts or link existing Copper contacts to Deskpro users: Agents can effortlessly add new contacts to Copper or link existing Copper contacts to Deskpro users, simplifying contact management and ensures data consistency across platforms.
- Create new opportunities, notes, and activities: Agents can generate new opportunities, notes, and activities in Copper directly from Deskpro, enhancing productivity and ensuring all relevant information is centrally stored and easily accessible.
Start using Deskpro's Copper integration to enhance your team's efficiency and customer relationship management!
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Frequently asked questions
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CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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