Helpwise integration with Copper allows you to track real-time Copper contact or lead information directly from your Helpwise account. Create a new contact or lead in your Copper CRM from Helpwise and associate the contact with the company.
How to configure Helpwise's Copper Integration?To configure this integration, follow the steps below:
On Copper CRM:
Step 1: Log in to your Copper account.
Step 2: Go to ‘settings‘ from the sidebar and select ‘Integrations‘
Step 3: Click on ‘API Keys‘ from the menu displayed.
Step 4: Click on ‘Generate API key‘, label it as Helpwise (You can label it as per your choice), and copy the API key.
Step 1: Go to the Automation menu and select Integrations.
Step 2: Select Copper from the list of integrations and click on Connect.
Step 3: Enter your email address and the API token, and then click connect