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New in Copper - June 2nd

Improvements on mobile, comment notifications and Marketing Tools merge fields

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mohamedhamadEngaged User

General questions

Tracked email mobile notification

Is there a way to get a mobile push notification when an email recipient opens an email to let me know when they read it. This is a feature in hubspot that i found very useful when you want to know exactly when someone opened an email, without having to keep checking the copper activity feed.

Copper Product TeamCopper Employee

June 2, 2023 - Click to call from Copper mobile app to JustCall, redesigned Android app navigation, improvements to notifications, and Opportunity merge fields.

This week, we added “click to call” from the Copper mobile app to JustCall, redesigned the menu and navigation of the Android app, made improvements to notifications, added Opportunity merge fields to Marketing Tools' email sequences, and squashed some bugs.JustCall Mobile App IntegrationUsers can now dial out through the JustCall app when placing a call from the Copper mobile app. To configure this, on the Copper mobile app, head to Settings > Phone. This feature is available on the iOS app and will roll out on the Android app in the coming weeks. Android AppFollowing our iOS app redesign, we updated our Android app’s menu and navigation. It's now easier to navigate within the app, and there's more consistency with the Google apps you know and love. NotificationsUsers now receive mobile and email notifications when team members comment on activities they created and activities they commented on. This helps improve collaboration between team members and makes sure users don’t miss r

ManiNew Participant

Marketing Tools

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

flora.pataiNew Participant

General questions

Can I set requirements to move an opportunity to another stage?

I would like to set that an opportunity can be moved to the next stage only if certain fields are filled in. Is it possible with Copper?

emma.enogiaNew Participant

Workflow automation

Workflow automation when there is a change

Hello, I want to create a workflow automation that put the updated date when the close date of my project or the value is updated but I can’t make it work as I can only chosse (less, greater or equal) How can I make it work? Thanks,

Melanie from CopperCustomer Marketing Manager

Sign up today for exclusive early access to our new list views

Hi Copper community!Our teams have been hard at work over the past couple of months figuring out how we can make it easier for you to stay organized, find the information you need faster, and become even more efficient. We’re excited to share our new list views is on the way – now better and bolder! Here’s a sneak peek at what we have in store 👀 We’re inviting customers to join our private beta to test it out and share their feedback. What can I expect during the private beta?Better 🎉: Make reading and understanding your data even easier with user experience enhancements. Bolder 💪: Most CRM users spend a lot of time looking at lists. Let’s make looking at lists a bit more fun, shall we? Find what you’re looking for faster with new colors, icons, and other design elements that help make your data pop. Switch back to old list views anytime: During the private beta, not all functionality will be available. You can always switch back to the old list views if you need to perform certa

MIANew Participant

Marketing Tools

SMS directly from Copper.

Hello,Is there any possibility to send sms directly from Copper, to over 4k customers?Thank you!

Jaco KoppelaarCopper Partner

Integrations, Zapier & API

Are Copper Internal ID's unique across Copper Domains

Hi Copper team, We are building a service for our Copper customers that require us to store Copper custom field information. Are the used ID’s (e.g. Custom Fields, Select Field values, etc.) unique across all domains?Same question for the functional record ID’s (e.g. Companies, People, Opportunities, etc.). This would be helpful for customers working with more than one Copper domain. Thanks, Jaco

VirveVNew Participant

Copper exporting wrong data to google sheets

Hi, We have quite a few reports built in google sheets and I have come across with an issue that is affecting our reports. When I pull (refresh) opportunity data from Copper to a google sheet report, the data that arrives into the tab is lead data instead of opportunity data. This started to happen around two weeks ago. The reports and refreshing the data has worked before without any issues. Any advice what can be done?

JagatelifeInspirational User

Workflow automation

Unsupported Variable Error

I am getting an issue with adding a custom field to a Workflow automation. Here is what I have entered: CONCAT("https://luxuryrehabs.com/",cf_profile_slug,"/")Attached is the error and a snapshot of the Manage field (Unsupported Variable) and showing the field (Profile Slug), not sure what I am missing here.

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Marketing Tools

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Community Feedback

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Ask a Question or Share an Idea

Ask a Question or Share an Idea

33 topics
75 Replies

mohamedhamadEngaged User

General questions

Tracked email mobile notification

Is there a way to get a mobile push notification when an email recipient opens an email to let me know when they read it. This is a feature in hubspot that i found very useful when you want to know exactly when someone opened an email, without having to keep checking the copper activity feed.

ManiNew Participant

Marketing Tools

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

emma.enogiaNew Participant

Workflow automation

Workflow automation when there is a change

Hello, I want to create a workflow automation that put the updated date when the close date of my project or the value is updated but I can’t make it work as I can only chosse (less, greater or equal) How can I make it work? Thanks,

MIANew Participant

Marketing Tools

SMS directly from Copper.

Hello,Is there any possibility to send sms directly from Copper, to over 4k customers?Thank you!

astertalentNew Participant

Workflow automation

Mapping for import with CSV

I don’t understand how when I get the template for importing contacts, they do not at all map to what I see in Copper or in the Gmail extension. For example, it says “Phone” but not “Work Phone” or “Mobile Phone”It doesn’t seem to make sense that there would not be consistency. And none of the options in “Category” relate to my question

Dominique FisherNew Participant

General questions

How do I change/add to 'Status' fields for Opportunities?

I am trying to add another field in Status to meet our business requirements - can I do this? I cant seem to find a way to ie the hover pencil is not appearing etc

Edward NashEngaged User

General questions

User tag dropping off when typing a comment on Android

Hello!Is there a known issue with the android version of the app, whereby when another user is tagged followed by a written sentence, after a certain number of words the tag “deactivates” and reverts to standard text.e.g. @JohnSmith one two three four five sixBecomes:John Smith one two three four five sixThis is really frustrating.Ed

ProACT SamNew Participant

General questions

Will all Copper Project features be closed at end of 2023.- is there any point developing with them

copper support words state"Copper Projects will sunset end 2023 and new users will not be able to use the Project section."The question i need answering now is :Will all Copper Project features be closed at end of 2023.Is there any point in developing projects and workflows in for our teamusing copper projects

rakhiarNew Participant

Integrations, Zapier & API

Won opportunities displaying

Hi all!I have a query regarding one of the features of Copper. I see my won opportunities (along with their value) and win rate being displayed on the Company level in Copper in some sort of a line graph(as you can see in the attachment). But I want this feature to be extended to the People (User) level.I cannot see this option being displayed on the People level. I tried reading the API documentation to see if there could be some tweaks in order to display this through API but couldn’t find any.Can someone please help me with this request?

Jul RNew Participant

Workflow automation

Google Contact Sync

Hi there, I let Copper sync all my google contacts before. Two questions: Is it possible to have an option to not sync the entire list? Although it assured me, that it would not import duplicates (previously imported contacts), it did and now I have my entire contact list in Copper two times… Is that a bug or will it be like this every time, that I want to automatically sync contacts from google contacts?Thanks for letting me know!Jul

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