Reply is a sales engagement platform that automates personal emails, follow-ups, calls, LinkedIn touch points, and helps manage your tasks. It offers a two-way integration with Copper so you can sync your data across both apps, manage the contacts, map fields, and automate your sales workflows.

In this article, we’ll take a closer look at the four ways Copper integrates with Reply:

Read on to learn more about the Copper-Reply integration or check out the video below:

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Reply integrates with Copper to simply and efficiently automate, organize, and synchronize all sales engagement processes across your company.

The integrations allow you to work with both tool to effectively:

Read on for a detailed overview of the setup process for each available integration option, as well as some specifics to consider.

Embedded integration allows you to move a contact to an existing Reply sequence or see what sequence(s) the contact is currently in directly from the Copper interface.

Here’s how:

Step 1: Install Reply app from the “Integrations” page in Copper CRM.

Step 2: Open any contact or lead in Copper CRM and click the “Reply” tab.

Note: You need to log into your Reply account to use this integration.

Step 3: Once you log in, you can add contacts or leads to your Reply sequences,

And see whether the contact or lead is already in a Reply sequence:

The Chrome extension integration syncs individual contacts and contact lists from Copper CRM to Reply.

Reply’s Chrome Extension supports all basic and custom contact fields, however, these fields should be correctly mapped and have the same field type in Copper.

If a contact is not synced yet, Chrome Extension will prompt you to create and save them to Reply. If a contact is already saved to Reply, Chrome Extension will open the contact profile and enrich it with the available data from Copper.

Reply’s Chrome extension can sync contact lists with Copper CRM both manually and automatically. You can choose the required option in the extension’s settings.

When choosing the manual option, click the “CRM Sync” button to sync the contact list to Reply Upon syncing a contact list to Reply, you can do the following (in any combination):

Neat!

Native integration between Copper and Reply allows you to establish a direct link between the two apps to work seamlessly together.

Here's how to set it up:

*To find your API key go to Settings -> Preferences -> API Keys section in your Copper account.

There are two types of integration profiles: “Default” and “Custom.”

The “Default” profile allows you to start using the integration out of the box. The “Custom” profile allows you to set up custom field mapping or filters between Copper and Reply.

Once you have set up your integration, you need to select the integration steps. By default, all steps are “Active”. To deactivate any step, toggle off the corresponding slider.

Note: Currently, you can select “Lead” in Copper with “People” in Reply and “Person” in Copper with “People” in Reply. However, you can configure field mappings, set up filtering rules, and add actions to each step.

Configure field mappings

To configure field mappings for any step:

Ta-da!

A note on email addresses:

While there may be multiple emails for each People record in Copper, for example two “Work Emails” and one “Personal Email”, Reply has one “Email” field that corresponds to the Person’s primary email. By default, Reply will use the Person’s first “Work Email” as the contact’s email.

If a Person does not have a “Work Email” Reply will use their “Personal Email” as the primary email address.

If there is no “Personal Email” assigned to the People record in Copper, Reply will use the “Other Email” as the primary email.

You can set up filtering rules to sync only those leads and prospects that match specific requirements. For example, you may have specified the “Country” field in field mappings, but only wish to synchronize the leads that live in the United States.

Here's how:

You can add an action to any integration step.

Note: Currently, only the “Move to sequence” action is available.

If you enable this action, the “Actions” section will appear under the “Filtering rules” section. Use it to move leads or people to a sequence(s) in Reply.

You can create a new step with the same settings as the original step by clicking the “Clone step” button.

You can also delete any step by clicking the “Remove step” button.

The Zapier integrates Copper with hundreds of other tools to automate tasks, including Reply! Let’s get the integration set up.

To connect Copper and Reply using Zapier, you will need to create corresponding “zaps” - these are custom workflows consisting of a specified trigger and the corresponding action.

Woo-hoo!

Let’s take a look at supported Zapier triggers and actions. The Zapier integration offers more than 20 different trigger and action pairs to make Copper CRM work in sync with Reply.

Here are some examples of available triggers:

Now choose any of the above triggers to perform the following actions:

To get started with Zapier integration, you need to connect both your Copper CRM and Reply accounts to Zapier first. To connect Copper to Zapier, follow this detailed guide. To connect Reply to Zapier, see this step-by-step setup guide.

Next, follow these steps to build your integrations:

See the detailed video instructions for each step to learn more.

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Want to learn more about Reply? Check out their extensive support knowledge base or browse the available hands-on guides within the Reply Academy.

If you would like to share any feedback or comments on this integration, feel free to contact our support team using the in-app chat or create a post in our community forum.