Connect Copper CRM with WhatsApp to sync people and companies, log chats in opportunity timelines, and leverage Google Workspace integration for unified communications.
Contact Sync
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What you get with WhatsApp CRM for Copper CRM
Sync WhatsApp contacts with Copper CRM People and Company records. Leverage Copper auto-enrichment to keep contact profiles updated with the latest company data.
Log WhatsApp conversations in Copper Opportunity timelines. Sales reps see WhatsApp chats alongside Gmail threads, calls, and notes in a unified activity feed.
Take advantage of Copper native Google Workspace integration. WhatsApp conversations appear alongside Google contacts, Gmail, and Calendar data in Copper sidebar.
Target WhatsApp broadcasts using Copper pipeline filters. Segment contacts by opportunity stage, pipeline, estimated revenue, or custom fields for targeted outreach.
Simple setup process - connect in minutes
Benefits for your Copper CRM workflow
Unify WhatsApp and Google Workspace communications in Copper CRM
Keep Copper opportunity timelines complete with WhatsApp interactions
Use Copper pipeline filters for targeted WhatsApp campaigns
Leverage Copper relationship tracking across WhatsApp conversations
Reduce data silos between WhatsApp, Gmail, and Copper CRM
Common ways to use WhatsApp CRM with Copper CRM
Auto-create Copper People records from WhatsApp conversations with Google Workspace email matching
Log WhatsApp chats in Copper Opportunity timelines for complete sales activity tracking
Send WhatsApp follow-ups when Copper opportunities move to proposal or negotiation stages
Use Copper pipeline and custom field filters to target WhatsApp broadcasts to qualified leads
Sync Copper relationship intelligence with WhatsApp for personalized customer outreach
Common questions about Copper CRM integration
Yes, WhatsApp conversation data synced to Copper records is visible in the Copper Google Workspace sidebar. When viewing a contact in Gmail, you can see their WhatsApp interaction history in Copper.
Yes, the integration matches WhatsApp contacts to Copper People using phone number and email. If a WhatsApp contact shares an email that exists in Copper, the records are automatically linked.
WhatsApp conversations are logged as custom activity types in Copper. Each activity includes the chat transcript, timestamp, and is linked to the relevant People, Company, and Opportunity records.
The basic contact sync works on all Copper plans. Pipeline-based automations and advanced WhatsApp triggers require Copper Professional or Business plans for full workflow automation support.
WhatsApp CRM works with many platforms
Sync your Copper CRM contacts and conversations with WhatsApp CRM