The Aircall-Copper integration has a lot to offer as a CRM for G-Suite that allows you to seamlessly manage all your contacts, deals, emails, files, and more in one place. Thankfully, getting set up only takes a few minutes!

Before you start, make sure that you have admin rights in both Aircall and Copper.

  • Login to your Aircall account from your Aircall Dashboard
  • Select Integrations on the left sidebar menu
  • Select Copper
  • Click on Install

Now you will be guided through a few easy steps outlined below.

Step 1: Aircall Authentication

  • Click on Connect to Aircall. This will open a screen for you to add a required Authentication name. You will see a default name already provided for you(While a name is required, it will not be visible anywhere so any name can be used here, either the suggested default or a name that you choose yourself.)
  • Click Add and a pop-up will appear
  • From the pop-up, click to Authorize this integration to access information about your calls in Aircall
  • Click on Next to continue to the next step
copper_aircall_1stauthentication.png

Step 2: Connect An Aircall Number

  • Select an Aircall number from the drop down to connect to Bullhorn. (Please keep in mind that if you do not select a number it will not be linked.)
copper_connect_number.png

Step 3: Create an API Key

  • Go to your Copper account
  • Go to the Settings section
  • Click on the Integrations dropdown and select APIs
  • Check that there is an active API key. If you don' have an active API, please Generate API Key
cooper_generate_apikey.png

Step 4: Copper Authentication

  • Click on New Authentication. (This will open a screen for you to add a required Authentication name. First, you will see a default authentication name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
  • Click on the dropdown arrow and select Add A New Account
  • Enter your Copper account email, copy the API Key generated and paste it into the corresponding field in your Aircall configuration screen
  • Click Next
  • When finished, click Add Authentication. If the integration is successful, you will see a message that says “Copper connected”
copper_aircall_authentication.png

Step 5: If a number does not exist...

  • If a phone number does not exist on Copper, choose whether to create a new "Lead" or "Person" in Copper. Note: only "lead" or "person" are valid options
  • Once you've selected one, click on Finish

Great, your integration is active! You're all set and ready to get the most out of your Aircall-Copper integration. 🎉

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

Did this answer your question?