Dialpad

The Dialpad and Copper integration puts all the tools your team needs for better customer experiences in one place. With everything stored in the cloud, your data from both platforms will update and sync automatically across all devices so that you log notes and calls from anywhere. When you integrate Dialpad with your Copper account you reduce the need for agents or reps to switch between multiple apps to perform tasks boosting productivity. Dialpad matches your incoming calls to existing objects in Copper so your reps are always equipped to handle the call. Deliver a highly personalized customer experience with every interaction, increase customer satisfaction, and close deals faster with Dialpad and Copper integrated.

Features:

Available in the integration sidebar within your Dialpad App enjoy the ability to:

Create new leads and call logs

• Dialpad matches your inbound calls to your data in Copper, if no match exists choose to create a new lead or person
• Create a new lead or person and enter subject and description and your call is logged in copper.

Log calls to existing leads

• Dialpad will recognize if an existing match is found in Copper, giving you the option to create a new lead associated with the match.
• Enter the leads subject and description and the call is logged to Copper.

Access call details in Copper

• Discover all your logs within the leads section in Copper.

This integration was built by Dialpad. For questions, support or troubleshooting, contact the Dialpad team.