May 20, 2022 - New Mailchimp integration and mobile photo attachments

May 20, 2022 - New Mailchimp integration and mobile photo attachments

This week, we launched a brand new Mailchimp integration, and added the ability to take and attach photos to emails in the Copper iOS app. We also teased a new file sync feature coming soon that auto-relates files to people, opportunity and company records.

 

Mailchimp Integration

You asked - we listened! We’ve built a brand-new, super-smooth integration for Copper and Mailchimp. Now, you can:

  • Automatically add or remove contacts in both Copper and Mailchimp via a 2-way sync.

  • Sync standard fields, custom fields and tags between Copper and Mailchimp.

  • View Mailchimp audience campaign performance and engagement directly in Copper.

With our new Mailchimp integration now live, we’ll be phasing out the legacy Mailchimp integration by the end of 2022. Upgrading is easy — account owners and admins can simply disconnect the legacy integration and connect the new integration. The new version will pick up where the legacy one left off, and no data will be lost. For step-by-step instructions, click here.

 

Gmail Sync

We’re excited to share that a new way to store and organize your files from Gmail is coming your way! Soon you can:

  • Automatically upload and sync all new files attached in Gmail emails or Google Calendar invites to the associated Person record. 

  • Surface your important customer files across person, company and opportunity records.

  • Search for and easily locate files to attach to emails in Gmail, in the Copper web app, and in the Copper mobile app.

Surface important customer files across person, company and opportunity records.

This feature will start rolling out over the next few weeks. For more details, click here!

 

Mobile App

On our iOS app, you can now take a photo and attach it to an email from within the Copper email composer. Previously, you needed to take the photo separately, then open your Copper app and attach that photo. Now, you have the option to take a photo or attach a previously taken photo.

You can now take a photo, choose an existing photo from your library, or attach from Google Drive.

Bugs & Minor Enhancements

We fixed a bug when a user created a task, project or opportunity and assigned it to their colleague, the task briefly appeared in their creator’s list until the page was refreshed.

Be the first to reply!