SalesPartner
+ Copper
Every conversation logged. Every task created. Your Copper CRM stays current while you focus on building relationships.
Copper
Google-recommended CRM
The CRM built for Google Workspace. Seamlessly integrates with Gmail, Calendar, and Drive. Designed for relationship-focused businesses.
Your CRM. Always Current.
SalesPartner handles the conversations. Copper keeps the records. Every text, every call, every follow-up—automatically logged to the right Person or Company. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Copper within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Google Integration
Works seamlessly with your Google Workspace setup.
What Gets Synced
Every meaningful interaction flows into Copper automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Follow-ups
Appointment Scheduled
New bookings create follow-up tasks
Appointment Rescheduled
Time changes sync to existing task
Appointment Cancelled
Cancellations logged with reason
Follow-up Required
Automatic task creation for pending items
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Lead scores sync to custom fields
How It Works
Connect Your Copper
Simple API key setup
Generate an API key in Copper settings and enter your email. The secure header-based authentication keeps your data safe.
Map Your Contacts
Link leads to Copper records
New leads get matched to existing Copper People by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Copper Updates
Activities appear in real-time
Every interaction creates an Activity or Task on the Person record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
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
One-way (SalesPartner → Copper)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
All Copper plans with API access
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/developer_api/v1/activitiesLog message activities/developer_api/v1/tasksCreate follow-up tasks/developer_api/v1/people/{id}Update lead status