Best Copper (Prosperworks) Integrations: 5 Apps to Streamline Your Sales

Jul 22, 2019

Most sales teams rely on several tools to help move leads along their pipeline. The ability to easily sync data across these platforms can be a bit of a pain. To make life that little bit simpler though, we’ve compiled a list of the best Copper integrations (formerly Prosperworks integrations).

From sending and tracking marketing emails, to managing sales documents, these are the top 5 apps that integrate with Copper, right out of the box (and no need for any third-party integration apps, like Zapier).

Some of these copper integrations are native, meaning you can install them directly from the integrations panel in Copper, and some of them you’ll need to create a Copper API key and then manually add that to the other platform.

Copper Integrations #1: Aircall

What’s it for? Sales phone calls

Despite everything being online, or chat/email-based, a big chunk of sales relies on the brave men and women on the frontline, picking up phones and having a good, old-fashioned conversation.

The main draw of Aircall is being able to get set up quickly, without the need for (sometimes ludicrously) expensive hardware then integrating with your existing tools.  On top of that, there’s another huge benefit:

Tracking

You can track individual or team performance and then start seeing what needs work and what to focus on.

The Aircall Copper integration process is a breeze and it’s all handled from within the Aircall dashboard. I was able to get it set up in less than two minutes.

How much does it cost?

The entry-level paid plan is €30 / month per user, and that also includes access to integrations, like Copper CRM. If you’re looking for features like unlimited concurrent calls or maybe a dedicated account manager, then the next plan comes to €50 / month per user.

You can try Aircall on for size with a 7-day free trial, no credit card required.

Copper Integrations #2: Xero

What’s it for? Invoicing and accounting

Xero is small business account software that makes recording keeping invoicing and payroll a breeze. It offers bank connections and reconciliations, so transactions flow automatically and you keep track of your money with daily updates.

With Xero’s native Copper integration, your sales team can view Xero invoices and their status from within Copper – so there’ll be no need to bug the accounts people for an update on payment.

How much does it cost? 

Xero’s starter plan is $25 per month, but that imposes some limits on a few core areas. For example, you can send 5 invoices and bills per month.

If, like many of us, you’ll need to send more than 5 invoices a month, you’ll be looking at Xero’s standard plan. This costs $50 per month and completely removes the cap on sending invoices and bills. All of their plans come with app integrations as standard.

You can try out Xero’s invoicing and accounting features for free, for 30 days, no credit card required

Copper Integrations #3: Outfunnel (that’s us!)

What’s it for? Automating your marketing emails and tracking website visitors

Outfunnel’s dream is a world where sales and marketing are working hand in hand. To help make that dream a reality, we created a tool that tightly integrates with CRMs and puts marketing data right at salespeople’s fingertips.

With Outfunnel you can create single email campaigns or multi-email sequences (drips) and then use Copper contacts as recipients. Email sends, opens and clicks will be synced to Copper as activities.

copper integrations

So, you’ll be able to see what email campaigns they’ve been sent and whether they’ve opened, clicked on unsubscribed. And you also can connect Outfunnel’s web visitor tracking feature and use both web visits and email engagement to calculate lead scores and sync these to Copper.

Outfunnel’s Copper integration is API-based, so all you need to do is create a Copper API key, and then paste it into the Outfunnel dashboard.

How much does it cost?

Outfunnel’s pricing starts at $19 / month. That gets you up to 1,000 tracked emails per month and access to all of Outfunnel’s features, including web visitor tracking.

If you’re looking to send more emails, the next tier is $49 / month for 15,000 tracked emails and after that, we have our Professional plan which costs $125 / month for 50,000 tracked emails for super-users.

If you want to check out Outfunnel’s automated email marketing features and sync engagement data with Copper CRM integration, you can get started for free, for 14 days.

Try Outfunnel free for 14 days

Copper Integrations #4: PandaDoc

What’s it for? Creating and managing sales documents

PandaDoc streamlines your document process by allowing you to create, send e-Sign and store documents all in one location. You can create and send quotes, have clients sign agreements, collaborate with colleagues and lots more.

PandaDoc’s API-based integration will allow you to create, send and track documents from Opportunities, People and Company objects in Copper.

By centralizing all of these tasks, and allowing Copper to sync with PandaDoc, you’ll be spending less time playing librarian and more on closing.

How much does it cost?

If you want Copper CRM integration (which, let’s face it, chances are you do, given the topic of this article) you need to opt for Pandadoc’s Business plan. This weighs in at $49 / user per month and also gives you access to super-handy productivity features, like approval workflows and a content library. PandaDoc offers a 14-day free trial

Copper Integrations #5: Zendesk

What’s it for? Customer support

Zendesk is one of the biggest names in the customer support business, offering features like live chat, support ticket tracking, knowledge base, and call center software.

Their native integration is accessible from the Copper CRM integrations dashboard, so it’s really easy to set up. Once you’ve got them connected, you’ll be able to see ticket history in the activity feed, add tickets to any record (lead, person, company or opportunity) and sync new, open, pending and solved tickets to Copper.

This ability to sync ticket info to a CRM is incredibly useful. It allows sales and account managers to stay in the loop about any issues their clients are facing, and focus on sending the right messages at the right time.

How much does it cost?

At first glance, the pricing structure can be a little bit confusing. You can go for the Zendesk suite option, which includes all of their cornerstone products (those are: – support, guide, chat, and talk). 

Or alternatively, go for the pick-and-mix approach and only grab what you need. So, that first-glance complexity gives way to flexibility once you get your head around it.

The cheapest plan that includes the Copper integration is Team plan, that starts at €19 / agent per month. Zendesk offers a generous 30-day free trial, no credit card is required. 

Conclusion

Sales teams work better when they have access to the right information. And so does marketing, and support and pretty much every other part of the business.

Choose the right Copper integrations and help your sales reps close more deals!

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