The Copper by Fifty4 app enables Zendesk Support agents to view and create Copper CRM contacts directly from support tickets without switching applications. Sales representatives can add new people to their Copper account with ticket-based information and add supplementary contact details like addresses and phone numbers, while also checking if ticket requesters already exist in the CRM. This integration streamlines customer relationship management for teams using both Zendesk Support and Copper CRM.
Vendor Description
What is Fifty4 and Copper
Fifty4 is a development studio building productivity apps and integrations to help individuals and businesses improve their workflows.
Copper is the CRM for G Suite users. With Copper you can manage sales, customer relationships and get email tracking inside Gmail.
The integration
The Copper by Fifty4 integration lets you view and add people to your Copper account, making it easy for sales reps to manage your CRM from the Zendesk Support ticket page.
Add people to your CRM without leaving Zendesk, based on ticket data.
Add additional information, such as address, phone, etc.
See if the ticket requester exists in your Copper account.
Installation
- After installing the app in your Zendesk account, navigate to Admin > Manage and select the Copper CRM app.
- Go to your Copper account, click on Settings > API Keys and generate an API key.
- Go back to Zendesk and insert your recently generated API key in the API Key field and your email in the Email field under App Configuration.
- Go to any ticket. You should now see contact information from Copper directly in Support.
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