Ringotel integration for Copper CRM offers the following features:
✅Identifies contacts on incoming and outgoing calls.
✅Automatically creates Activity entities for incoming and outgoing calls.
✅Syncs call comment with the corresponding call activity record in CRM.
✅Provides links to open Activity and Contact entities from the Ringotel app.
✅Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
✅Imports contacts from CRM into the Contact lists of Ringotel users.
Get the API key and Company ID
Navigate to your instance of Copper CRM and navigate to Preferences > API Keys > Generate API key.
Save the API key generated and take note of the URL of your Copper CRM instance, it contains the Company Id.
The number after /companies is your Company Id, it will be needed for the integration setup on the Ringotel side.
Setting up the Integration in Ringotel Shell Portal
Sign into your Ringotel admin portal (default https://shell.ringotel.co) and navigate to an Organization→ Integrations tab → click Enable Integration on the Copper card.
Then, please provide the API key you generated, the email address of the Copper CRM user who generated the key, the Company Id and click Save & Continue.
If the integration settings were specified correctly, you should now be redirected to the next step where you need to link your Ringotel users with their Copper CRM accounts.
Click Save changes when you are done. Now the integration should be configured for the linked users.