What it does
The Copper integration connects your Copper CRM contacts to PersistIQ outreach, so contacts in Copper can be added to campaigns.
Typical workflow
- Connect Copper from the Integrations page in PersistIQ settings.
- Authorize your Copper account.
- Select Copper contacts and add them to a PersistIQ campaign.
- Outreach activity flows back to your Copper records.
Good to know
- Before adding Copper contacts to campaigns, confirm your opt-out list — CRM contacts may include people who've already unsubscribed.
- Use the CRM email to bcc setting on your mailbox as a lightweight activity log if you don't want full sync.
[CONFIRM: exact sync direction and activity logging options for Copper]