SalesPartner
+ Copper
Your Copper contacts sync into SalesPartner. Every conversation syncs back to Copper. Contacts flow in. Activities flow back. Zero data entry.
Copper
Google-recommended CRM
The CRM built for Google Workspace. Seamlessly integrates with Gmail, Calendar, and Drive. Designed for relationship-focused businesses.
Your Contacts. Always In Sync.
Connect Copper once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Copper. Your team sees the full picture on both sides.
Contacts Flow In
Your Copper contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Copper timeline within seconds.
Team Visibility
Sales reps see all interactions in Copper before their calls.
All Plans Supported
Works with Professional and Business plans.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Copper properties to SalesPartner fields
Contact Updated
Changes in Copper sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Copper
Paste your API key
Grab your API key from Copper settings, paste it into SalesPartner. One-time setup, takes about a minute.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Copper fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Copper contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Copper.
Copper Stays Current
Every activity on the contact timeline
Conversations appear as activities. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Copper
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Google Workspace Sync
Activities in Copper appear alongside your Gmail and Calendar. One unified view of all customer interactions.
No Double Entry
Stop copying conversation notes into Copper. Stop updating statuses manually. It just happens.
Pipeline Visibility
See exactly where each lead stands based on actual conversations, not guesswork.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Professional Services
Scenario:
Prospect texts asking about consulting rates
Result:
SalesPartner qualifies budget and timeline, books discovery call. Full conversation in Copper for account manager.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Marketing Agency
Scenario:
Lead asks about social media management
Result:
Services explained, budget confirmed, meeting scheduled. Team has full context before pitch.
Technical Specifications
API Version
Copper Developer API v1
Authentication
API Key + Email Headers
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/developer_api/v1/people/searchImport contacts into SalesPartner/developer_api/v1/activitiesLog conversation activities/developer_api/v1/people/{id}Update lead statusCommon Questions
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