Integrate Continually chatbots with Copper CRM
Copper is a CRM specified for the Google Suite. If you are using it at your company then you can use Zapier to sync Continually leads to your Copper CRM as leads or persons. Keep reading to learn more
Sync Continually leads to Copper
Open Zapier, click Make a Zap and search for Continually as the first step. (If you can't find Continually in the app list then you need to connect it first).
The Continually app has three triggers:
- Get Leads : Triggered when a new lead is captured.
- Get Appointments: Triggered when a new appointment is booked.
- Get Conversation: Triggered when a lead completes conversation.
Choose your trigger and your Continually account. In this example we picked the Get Conversation trigger.
Finally, test your trigger to get a sample data.
In the Action step, search for Copper and add it. Choose the event you want, for this example we will choose "Create Leads". Then connect your account, enter your account's email and Zapier API Token. To get the token go to Settings -> Integrations -> Zapier and click on Generate token.
Map your Continually fields to Copper fields and then test the Zap and turn it on.