Dialaxy
Connect Dialaxy with Copper in just a few clicks to streamline your sales and support communication. Automate call and SMS logging, access real-time customer insights, and eliminate manual data entry to focus on closing deals and building stronger client relationships.
Dialaxy is a cloud-based business phone system and contact center solution that offers global connectivity, international and toll-free numbers, advanced call management, SMS capabilities, and seamless CRM integrations to boost team productivity and eliminate manual workflows.
Features You Get from the Dialaxy + Copper Integration
- Real-Time Contact Synchronization: Ensure your contact records are always accurate with two-way syncing between Dialaxy and Copper CRM. Any updates made in either system are instantly reflected in the other, eliminating duplicate manual entries.
- Call-to-log & Activity Tracking: Automatically log call conversations, call details (timestamps and duration), and communication histories directly into the respective contact's activity section in Copper.
- Smart Caller ID Pop-Ups: Receive real-time caller insights with pop-ups showing key customer details and history stored in Copper when a call is connected, empowering agents to personalize interactions.
- Call Recording & Transcripts: Record calls and automatically save them within Copper to review data, ensure compliance, and analyze team productivity.
Benefits of Integrating Dialaxy with Copper
- Boost agent productivity by automating repetitive call and message logging.
- Enjoy advanced cloud telephony features directly within the Copper interface.
- Maintain a single source of truth with unified, real-time customer data across both platforms.
- Gain deeper insights through detailed call analytics and reports.
How to Integrate
1. Go to the Copper CRM Integrations page or navigate from Dialaxy's integration settings.
2. In your Dialaxy dashboard, go to Integrations from the sidebar.
3. Click Explore Integrations
3. Click Connect button and connect Copper CRM account you want to link, and sign in.
4. Review and approve the required permissions to authorize the connection.
5. Customize your general settings (auto-creation of contacts, two-way sync) and call settings, then save to activate the integration.
Frequently asked questions
Can’t find the answer here?
Chat with support.
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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