Dialpad
Copper

Dialpad and Copper Integration

Seamlessly connect your Dialpad communications with Copper CRM to enhance productivity and streamline your sales process.

Explore Triggers and Actions

New Contact Event (Instant)
Trigger new contact event subscription. See
New SMS Event (Instant)
Trigger new SMS event subscription.
Update Contact Event (Instant)
Trigger update contact event subscription.
New Call Event (Instant)
Trigger new call event subscription. See
Associate to Project
Relates an existing project with an existing CRM object.
Create or Update Person
Creates a new person or updates an existing one based on email address.
Create or Update Project
Creates a new project or updates an existing one based on the project name.
Get Object
Retrieves an existing CRM object.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Dialpad and Copper?

The Dialpad and Copper integration empowers your team to make smarter calls and close deals faster by syncing call data, contacts, and notes directly within Copper. Automatically log calls, access customer information in real-time, and leverage AI-powered insights to improve every conversation. This integration eliminates manual data entry and keeps your sales pipeline up-to-date effortlessly.

Connect
Dialpad
and
Copper
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Dialpad and Copper integration improve my sales workflow?

By automatically syncing call logs, recordings, and notes from Dialpad into Copper, your sales team can focus on selling rather than manual data entry. Real-time access to customer information during calls helps personalize conversations and accelerate deal closures.

Can I make calls directly from Copper using Dialpad?

Yes, with the integration, you can initiate calls directly from Copper’s contact records using Dialpad’s interface, streamlining communication without switching between apps.

Is call data automatically logged in Copper?

All calls made or received through Dialpad are automatically logged in Copper, including call duration, timestamps, and recordings, ensuring your CRM data stays accurate and comprehensive.

Does the integration support AI-powered call insights?

Absolutely. Dialpad’s AI features, such as real-time transcription and sentiment analysis, are available during calls and the insights are accessible within Copper to help your team understand customer needs better.

What are the setup requirements for integrating Dialpad with Copper?

You need active accounts with both Dialpad and Copper. The integration can be set up through the Dialpad app marketplace or Copper’s integrations settings with just a few clicks—no coding required.

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