Helpwise integration with Copper allows you to track real-time Copper contact or lead information directly from your Helpwise account. Create a new contact or lead in your Copper CRM from Helpwise and associate the contact with the company.
How to configure Helpwise's Copper Integration?To configure this integration, follow the steps below:
On Copper CRM:
Step 1: Log in to your Copper account.
Step 2: Go to ‘settings‘ from the sidebar and select ‘Integrations‘
Step 3: Click on ‘API Keys‘ from the menu displayed.
Step 4: Click on ‘Generate API key‘, label it as Helpwise (You can label it as per your choice), and copy the API key.
Step 1: Go to the Automation menu and select Integrations.
Step 2: Select Copper from the list of integrations and click on Connect.
Step 3: Enter your email address and the API token, and then click connect
Step 4: You're all set! Start using Copper CRM from the integration side panel on any Helpwise Inbox.
Start using Helpwise's Copper CRM integration to efficiently collaborate across your teams!
If you have any queries about Helpwise's Copper CRM integration or anything around Helpwise, feel free to contact our live chat support or email at firstname.lastname@example.org