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Spoke Phone

Integration by Spoke Phone

Spoke Phone’s Copper integration enables agents, sales reps, and marketers to streamline their call workflows, increase productivity, and track your customers through the whole customer journey from marketing, to sales, and success.

Plan availability

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Starter

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Basic

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Professional

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Business

Copper plans

Available on Professional, and Business.

Spoke Phone plans

Available on all plans.

Category

Phone & Meetings

See real-time customer information from Copper as people call

When a call comes in, Spoke Phone dips into your Copper data to display the latest up-to-date and relevant customer and lead information, so you are armed before you answer the call.

Search and call Copper contacts from within the company phone system

Your up-to-date Copper contacts are always available in Spoke Phone so no matter where your employees are, or what Copper access they have (or don’t have), they can easily search, find and call Copper contacts from within Spoke Phone.

Automated call logging to Copper gives 360 degree customer conversation visibility

Keep everyone up to date with customer conversations occurring across the team. 100% of customer calls on traditional desk phones in the office, mobile phones out in the field, and 3rd party softphones on a computer, are now automatically logged against the customer record in Copper so everyone is kept up to date

AI voice-to-text transcription saves hours by automatically writing up call notes

No one likes writing up call notes in the CRM. On average, 80% of call notes are never recorded, and those that are, are usually done late at night when key information is already forgotten. With Spoke Phone’s AI voice-to-text and Copper integration, employees simply keep talking once their call ends to dictate thoughts and follow up notes. Spoke Phone transcribes their dictation into text and adds it to Copper.

Use Copper call reporting to see who is making calls, for how long, and who is not

Calls made on Spoke Phone populate Copper native call reports and charts. If you are a Copper Reports user you can also include call charts and reports on dashboards for sharing within the organization.

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

Frequently asked questions

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Chat with support.

What is CRM integration?

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.

Are integrations included in all plans?

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.

Are integrations available on a free trial?

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.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

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.

How do I set up integrations in Copper CRM?

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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