Copper + JustCall Integration

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Copper + JustCall Integration

Create JustCall contact for new Copper person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Copper - JustCall integration, anytime a new Copper person is created, an JustCall contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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JustCall + Copper Integration

Create Copper person for new JustCall contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this JustCall - Copper integration, anytime a new JustCall contact is created, an Copper person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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JustCall + Copper Integration

Create Copper task for new JustCall contact

In JustCall, when you create a contact, it automatically creates a task in Copper for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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JustCall + Copper Integration

Create Copper task for new JustCall event

Creating task in Copper is a great way to keep track of task that need to be completed when an event is created in your JustCall account.

With the help of this integration, when an event is created, a task will be automatically created in Copper and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Copper + JustCall Integration
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • JustCall
    Contact is created in JustCall
  • JustCall
    Text is sent or received in JustCall Instant
  • JustCall
    Call details are updated in JustCall Instant
  • JustCall
    Call is completed in JustCall Instant
  • JustCall
    Appointment is created in JustCall Instant
  • JustCall
    Voicemail is created in JustCall Instant
2.
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • JustCall
    Add contact to SalesDialer campaign in JustCall
  • JustCall
    Remove contact from SalesDialer campaign in JustCall
  • JustCall
    Get campaign contacts by campaign id in JustCall
  • JustCall
    Update contact in JustCall
  • JustCall
    Create contact in JustCall
  • JustCall
    Search contact in JustCall
  • JustCall
    Send text message in JustCall
  • JustCall
    Schedule text message in JustCall
  • JustCall
    Send multimedia text message in JustCall
  • JustCall
    Check for text replies in JustCall
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