Capture leads with forms and nurture them with email automation
Check out Copper's latest releases and improvements
Live office hours every Thursday at 9:30am PST. Join the discussion
Check out our guides! Quick start & comprehensive options
If you need help puzzling something out, this is the place for you.
Come ask a question or listen in on the discussion! Thursdays at 9:30am
I recently added RingCentral to my business with the understanding that the Copper integration would track calls in Copper. Well, this was a bitter disappointment, as the integration doesn’t do that unless you’re using the app on a cell phone. And I’m not sure that always works. I feel kind of duped by Copper because I had to upgrade my Copper account to basically turn on “click to call” which should be a built-in feature anyway and then you get to choose your phone system/provider. Hopefully, I’m missing something here. I would appreciate any success stories and tips on this integration. Thanks, Michael
Calling all customers using Leads in Copper 📣 We heard you loud and clear during our recent product webinars: you want to use forms and email automation with Leads — and we’ve delivered 🚀 Customers can now use our Forms widget to collect responses on their website and automatically create Leads in Copper. We’ve also extended the functionality of both single-step or multi-step email automations to allow users to send automated nurture campaigns to Leads and not just Contacts in Copper 🔥If Leads are part of your internal workflow, you’ll now be able to efficiently collect interested website visitors through form responses and automatically nurture these relationships — all within Copper 👏Your comprehensive lead nurture flow📍Note: You must have Leads enabled to see the options for leads in forms and email automation. If you don’t currently have leads enabled in your Copper account, you will not see these options How customers with Leads enabled can use this for their business: So you
Hey Coppernauts,We're back with another exciting release to help you stay connected and conquer your workflow. This time, we've got some updates and enhancements on deck to make your life easier.New features Mobile Business Card Scanner (iOS & Android): Network like a pro! Scan business cards or upload a photo to create Leads or People directly in the Copper mobile app. Easily upload contacts using the business card scannerYou can learn more about this exciting new feature in our Help Center. Email Automation Enhancements Rekindle automation: Target specific groups with your Rekindle automations using People Lists (saved filters). List automation: Choose which People on the List receive automated emails for a more tailored approach. Threaded email replies: Keep the conversation flowing! Emails sent through automations will now thread as replies in the recipient's inbox. Bug fixesWe've also addressed some bugs to ensure a smoother Copper experience: File uploads: Reso
Hello, Team I am a ringcentral user, on the setting sms, there is no show with intergration partner: ringcentral. shall we work on this platform to get millions existing ringcentral clients run into our copper crm? thanks.
I have a couple of workflow automations that are not working. Anyone else having this problem?
Hi everyone! Wondering if anyone has found an easy way to merge duplicate records without being in the pipeline, people, or company list views. For example: when I search for a person and 3 people profiles show up in the search bar, it would be amazing to be able to select and merge all three right there. Right now, the only way I know how to fix this would be to go to the people list, scroll all the way down (or filter) to find the duplicates, and merge them from there. Any tips or tricks on streamlining this would be much appreciated!
The Connect Fields that Copper introduced are really interesting and we have found some good internal use cases. However, they really only serve as glorified navigation tools at this point.I think to really unlock the potential of these fields, there are a number of other things that would need to happen to get the most out of them. Are there plans to do any of the following:Allowing Exporting of Connect field Allowing Importing or Bulk updates Enable API access through tools such as Zapier
We’ve got another exciting announcement for our Copper customers 📣 We’re rolling out our new Feed — encapsulating everything happening in Copper into one clear, well-organized view 👀 Your new Copper FeedYou’ll never miss a beat with real-time updates on the activities captured in Copper – including calls, meetings, emails, form submissions and more 🥁 Move the work forward with powerful collaboration tools. You can interact with activities in the Feed just like you do on records, allowing you to comment, react and even reply to emails without switching into specific records.📣 We show you how Feed and Copper’s new Forms feature work together during our latest Coffee with Copper webinar. Watch here. Here’s a quick rundown on what you’ll find in the new Copper feed ⬇️Maximize your efficiency with easily accessible activity filters With our re-organized activity filters in a new left-side navigation menu, you can filter on the activity types you’ve added to Copper including emails, pho
Is it possible to insert an image inside an email template? We’re wanting to send out a bulk email to clients to thank them for the year and I’d like to include a banner image that we’ve created. I can see that I can attach a document/image but I haven’t been able to insert one into the body of an email template yet? Anyone have any suggestions or workarounds? Thanks!
I have two different pipelines (one for each client). I cannot import a spreadsheet in the second pipeline. Any suggestions would be great!
Can i use a Connect Field to “inheret” a custom fields from a Company Record in a “opportunity” record? We have assigned tiers and exec sponsors to companies and want to make those values visible in the opportunity, including in the export to google sheets.
How are the profile images set for the People we have in Copper?I went to create an opportunity with a person and the picture associated with the person is … well not them. I am the one who initially loaded the data. I didn’t do anything with pictures. How are those set? Can we delete the image if it is wrong? Currently I only see the option to change it. Any help is appreciated. Thanks!
I am integration our Xero and Copper accounts and would love to add a field for “Days Since Last Invoice Was Created” so I can track how active accounts are/ set up an automation to email them after X amount of days. Is this possible? How would I go about doing this?
I’m struggling to review how many DMs have been scheduled and what has happened with our opportunities as I go over the Q1 report. How can I review this information?We have multiple stages in the funnels and they sometimes are different. It goes something like, First approach made > DM Scheduled > CAPI Scheduled, > Proposal Scheduled, etc---Sometimes we had the classical no shows, or leads dying in the negotiation process, yet I’m not able to review this as the Lead cards might have been moved in the 3 month period. What do you recommend?Best, Diego
I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.
Turn your Gmail inbox into your personal assistant. Add contacts, create follow ups and access context about your deals without having to switch to the app.
Visit here for in-depth content on specific features and functionality.
New to the community? Here's what you need to know to get started.
Can't find the answers you're looking for? Ask in our forum!
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
