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Integrate CallRoot Call Tracking with Copper

Integrate CallRoot Call Tracking with Copper

March 21, 2018 By Gaurav Sharma

With Copper CallRoot integration, all your incoming calls will get logged into Copper under the respective contacts. If the call is coming from a new contact (lead), CallRoot will create a new contact and then log the call details under the same.

To get started, you must have-
  • CallRoot account ( Not registered yet? Sign up for CallRoot)
  • Copper account

CallRoot-Copper Integration

  • Login to your Copper account and, click on “Settings”.

Prosperworks account

  • Click on “API keys”.

prosperworks account settings

  • Click on “Generate API KEY” to generate an API key and, add the label as Callroot.

prosperworks generate API key

  •  Now Login to your CallRoot account as an Administrator.
  •  Click on the Integrations tab on the sidebar.

callroot-integrations

  •  Look for the Copper Integration from the list of Integrations.

  •  Click on the “Connect” button.
  •  Enter your Copper Email and API key you generated.

  • That’s all. Now, all your incoming calls will get logged in your Copper account.

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