Copper CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Use Case

This integration enables you to transfer lead details such as Name, Email, and Phone from your ChatbotWorld platform to the Copper CRM.

Pre-requisite

Before setting up this integration, ensure you have:

• Email Address

• Lead Title

• An API Token for Copper

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain the necessary API Token from Copper. For assistance, refer to their documentation or contact their support team. https://support.copper.com/en/articles/8823347-generating-an-api-key

2. Authenticate Your Account:

   • Enter the required details, including Email Address, Lead Title, and API Token obtained from Copper.

   • Proceed to authenticate your account credentials.

3. Mapping the Variables:

   • Once authenticated, you'll see a screen where you can map the chatbot’s answers to the fields of your Copper CRM.

   • Select the bot questions from the "Question" dropdown or type "/" to list all questions.

   • Map these questions to parameters in your Copper CRM. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed by clicking the "Add Parameter" button.

   • Click “Save” to activate your integration.

4. Test Your Integration:

   • Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Copper).

3. Click on the “Disconnect” button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you need further assistance.