Reply Integration

AllPlans.png

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:

 

Understand the Reply Integration

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:

  • Transfer data between the platforms, using custom field mappings, filtering rules, and actions.
  • Move a contact to an existing Reply sequence(s).
  • See what sequence(s) the contact is currently in.
  • Sync individual contacts and contact lists from Copper CRM to Reply. 

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

 

Embedded Integration

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.

1.png

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,

2.png

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

3.png

 

Integration via Reply’s Chrome Extension

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

Syncing Individual Contacts

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.

4.gif

Syncing Contact Lists

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):

  • Save to Reply
  • Move to a sequence
  • Move to a list(s), i.e. create a new list or move to an existing list(s)

Neat!

 

Native Integration

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:

  1. Create a Reply account or sign in to the existing account.
  2. Go to the “Integrations” page in your Reply account, select “Copper” and click “Connect”.
  3. In the “Copper Authentication” popup, enter your API key* and your Copper account email.
  4. Click “Authenticate”.

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

6.png

Selecting Integration Steps Between Reply and Copper

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.

7.pngConfigure field mappings

To configure field mappings for any step:

  1. Hover over the step and click the “Open step” icon.
  2. Expand the “Field mappings” section.
  3. Click “Add field mapping”.
  4. Under “Copper Fields”, select the required mapping and match it with the mapping under “Reply Fields”.
  5. Click “Save”.

Ta-da!

8.png

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.

9.png

Set Up Filtering Rules

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:

  1. Expand the “Filtering rules” section.
  2. Click “Add new rule”.
  3. In the “Select Copper” field drop down list, select the “Country” field.
  4. In the “Select condition” drop down list, select the “Equals field”.
  5. In the “Text” field, enter “United States”.
  6. Click “Save”.

10.png

 

A Few More Things to Note:

Adding an Action

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.

11.png

Clone a Step

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

12.png

Delete a Step

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

13.png

 

Zapier Integration

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.

Supported Zapier Triggers and Actions

Here are some examples of available triggers:

  • New Activity - triggers when a new activity is created.
  • New Person - triggers when a new Person is created in Copper.
  • New Lead - triggers when a Lead is created in Copper.
  • New Task - triggers when a new Task is created in Copper.
  • Updated Contact Type - triggers when a Person's Contact Type is changed.
  • New Company - triggers when a new Company is created in Copper.
  • New Opportunity - triggers when an Opportunity is created in Copper.
  • New Project - triggers when a new Project is created in Copper.
  • Updated Company - triggers when a Person's Company is changed.
  • Updated Person - triggers when a Person is changed.

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

  • Create\Update Person and Push to Campaign
  • Mark as Replied - marks prospects as replied in some campaign.
  • Associate to Project - relate an existing Project to an existing CRM object.
  • Create/Update Company - creates/updates a Company depending on the match criteria.
  • Update Person - updates a Person depending on the match criteria.
  • Create/Update Opportunity - creates/updates an Opportunity based off of a match criteria.
  • Search for an Activity - searches for an existing activity in Copper.
  • Create Activity - logs a new Activity on a Person, Company, Opportunity, or Lead.

Setting up the Zapier Integration

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 guideTo connect Reply to Zapier, see this step-by-step setup guide.

Next, follow these steps to build your integrations:

  1. Authenticate Copper + Reply.
  2. Pick one of the apps as a trigger, which will kick off your automation.
  3. Choose a resulting action from the corresponding app.
  4. Select the data you want to send from one app to the other.

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



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

Was this article helpful? 0 out of 0 found this helpful