Copper, formerly known as ProsperWorks, is a productivity-first CRM tool available natively within Gmail. Copper does the busy work for you, so you can spend time fostering and growing relationships, not managing data. It helps businesses and teams thrive in the relationship era.
This tutorial will show you how to integrate your BotStar chatbot with Copper app. Triggers supported by BotStar are: Human Takeover Requested, New Checkpoint Record, User Subscribed to Broadcast, User Attribute Updated and User Tag Updated. We will introduce you to create a contact by using User Attributes.
There are two integration hubs to connect BotStar and Copper:
In just a few minutes and without coding, Zapier/Integromat will support you to connect BotStar and Copper easily. Below is the diagram explaining how we can do it:
Set up User Attributes
Drag and drop "Update User Attributes" action into the Flow Editor and customize this action. When the conversation with customers go through "Update User Attributes" action, users' information is automatically updated.
To check information which is saved by "Update User Attributes" action, click
After the successful integration, data in Copper app is updated whenever a user types in information. The result will be as below:
Users types in their information when chatting with bot:
The conversation on Facebook Messenger
To view information displayed in Copper, click
Corresponding result in Copper
Connect to Copper through Zapier
Set up BotStar account
Step 1 Enable Zapier integration in BotStar
Integrations and enable Zapier.
Step 2 Accept invite and build a Zap
After clicking on the link and logging Zapier, click
Accept invite & build a Zap button.
A zap is basically an automated task that you want run over and over again between two online apps. A zap consists of a trigger and an action: When this happens (Trigger), do something (Action).
You can use Zaps to connect any two apps supported by Zapier.
Step 3 Make a Zap with BotStar
This step is to pick the app that you want to start the Zap. Here, enter BotStar in the search box or, if you've already connected BotStar to Zapier, click on the BotStar icon shown here.
Step 4 Select BotStar Trigger type
Trigger is the event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event.
Pick the specific Trigger for the app from the list of options. BotStar Triggers include
Human Takeover Requested,
New Checkpoint Record,
User Subscribed to Broadcast,
User Attribute Updated,
User Tag Updated.
To create a contact, we recommend you to choose "User Attribute Updated".
Then click the
Save + Continue button to finish this step.
Step 5 Link the Bot
Choose an account that is already connected to Zapier or click the
Connect a New Account button to add a new account. A pop-up will appear, prompting you to authorize Zapier to connect to the app.
After logging in, choose a bot to integrate and click
Or, if you've previously connected BotStar account to Zapier, all your connected accounts will show up here. Then select the bot that you want to apply this automated process.
Create Contact by using "User Attribute Updated" trigger
Step 6 Choose Custom Field Name
Select "Custom Field Name" for
User Attribute Updated trigger.
Continue and choose a sample to finish Trigger setting.
Next moving to set up Action step.
Step 7 Choose an Action App
Type in the name of CRM app you want the Action to be applied to. Here, type Copper in the search bar box or you can choose Copper icon shown here.
Step 8 Verify and select Action type
Choose how you want the app to behave (Action) in response to the Trigger. (Action is the event that completes the Zap). In this example, choose "Create Lead" action then click
Then choose a Copper account, press "Test" button and it will turn into a green "Success" button. After that, click
Fill in a Copper account as required
Test that account
Step 9 Setup Copper Lead
Select the sample information from BotStar User Attribute corresponding to the fields in Copper.
Step 10 Test Copper
In this step, Zapier will suggest you to send a sample lead to Copper for testing. Information will be shown as below:
A lead will then be updated in Copper.
Step 11 Name and save your Zap
Finally, give your Zap a name, and toggle the ON/OFF button to
ON. Your Zap will run automatically from now
ON until you turn it
Congratulations! Finally, you completed the integration between your chatbot and Copper application. Now, you can test the success of integration by chatting with bot
Note: You can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page
Connect to Copper through Integromat
Create Lead by using "User Attribute Updated" trigger
Step 1 Find service - Webhooks
After logging into Integromat, click on
Create a new scenario.
Any application that is connected to the Internet and allows the sending of HTTP requests can send webhooks to Integromat. BotStar uses this way to connect with other apps through Integromat.
Enter "webhooks" in the search box then choose the Webhooks icon. Click
Continue on the upper right corner.
Step 2 Select webhook type
To connect BotStar to Integromat, add the Webhooks trigger Custom Webhook to your scenario.
Step 3 Set up webhook
When setting this trigger, click on the
Add button next to the Webhook field and enter a name for the new webhook.
TIP: Once you create a webhook, you can use it in more than one scenario at the same time. Each scenario may contain different modules and have a different schedule. The data is duplicated, that's why the individual scenarios do not influence each other.
Once you create a webhook, you will see a unique URL that Integromat will listen for. The data sent to this address is first validated and then passed on for processing in the scenario. To enable the option to map items outputted from the webhook, Integromat needs to determine the data structure of the incoming payload so the other modules know what to expect from the webhook. That's why Integromat will ask you to send sample data to the displayed address:
Step 4 Enable Integromat in BotStar
In BotStar App, go to
Integrations and enable Integromat. After that, select an event type you want to receive data back and paste the link from Webhook into Endpoint, then save it.
Press "Preview" to test your bot so Integromat can understand the data structure from BotStar.
If everything went right, the data structure of the webhook should be determined and you should see a message "Successfully determined":
Step 5 Connect Copper
In Integromat, find and select Copper as the next app to save data from BotStar. Click
Add another module and find Copper. After that, select
Create Lead action to create a lead.
Then click on the
Add button in the popup message and enter these information: Connection name, API key and E-Mail Address. Then click
To create API key: In Copper, navigate to
APY Keys, click on
GENERATE API KEY.
Step 6 Fill in sample information
Select the values from BotStar User Attributes corresponding to the fields in Copper sample form.
Step 7 Add Directive to solve errors
To handle the error data and help the flow avoid interruption while running, right-click on the Copper module and select
Add error handler.
Ignore so that Integromat will ignore the error data while receiving.
Step 8 Activate the Scenario
Below is an overview of a scenario in Integromat which extracts data from BotStar to Copper. To finish setting up the scenario, follow these instruction:
Run oncebutton in the lower left corner to test data before activating this scenario.
After that, send test data to this scenario by using
Immediatelyto trigger the scenario and extract data from BotStar to Copper immediately.
Done! Now you can chat with bot to test the integration.