How to create a chatbot
Copper CRM has no native chatbot feature. To have a website chatbot that passes leads to Copper, the most common solution is to integrate Intercom (or Drift) with Copper through Zapier. This requires configuring three separate tools and understanding Zapier's trigger and action logic. In Teeo, one message creates and activates your chatbot across all your communication channels.
How to do it in Teeo
“Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process”
Your chatbot is created, configured, and active across all your communication channels.
How to create a chatbot in Copper: step by step
Requirements
- ·Copper CRM does NOT have a native chatbot. There is no chat or bot feature anywhere within the platform.
- ·The integration requires active accounts on three services: Copper CRM, Intercom (Starter plan from ~$74/month), and Zapier (plan with access to multi-step integrations).
- ·Drift is an alternative to Intercom with similar features for this type of integration.
- ·Leads captured by Intercom are sent to Copper as new contacts or opportunities through the Zapier webhook.
- ·Requires active Google Workspace for Copper.
Create an Intercom account
Go to intercom.com and sign up or log in. Intercom is the chatbot and messaging platform that will connect with Copper. Select a plan that includes the Messenger (website chat); the Starter plan (~$74/month) includes the basic features needed.
Install the Intercom widget on your website
In Intercom, go to 'Settings' → 'Installation'. Copy the Messenger JavaScript code. Paste this code before the </body> tag on all pages of your website where you want the chat to appear. If you use WordPress, you can install the official Intercom plugin.
Configure chatbot automatic responses in Intercom
In Intercom, go to 'Fin AI Agent' or 'Operator' (depending on your plan). Create automatic responses for frequently asked questions: pricing, services, and buying process. Define welcome messages and routing rules (when the bot responds vs. when it escalates to a human agent).
Get your Copper API Key
In Copper, go to 'Settings' → 'Integrations' → 'API Keys'. Click 'Generate API Key'. Copy and save this key, as you'll need it to connect Copper with Zapier. Keep this key in a secure place and don't share it publicly.
Create a Zapier account and connect Intercom
Go to zapier.com and create an account or log in. Click 'Create Zap'. In the 'Trigger' step, search for and select 'Intercom' as the app. Select 'New Lead' or 'New Conversation' as the trigger event. Connect your Intercom account by authorizing access.
Configure the Intercom trigger in Zapier
Once Intercom is connected, configure the trigger: select which type of event activates the Zap. To capture leads from the chatbot, use 'New Lead' (when a visitor leaves their information in the chat). Click 'Test trigger' to verify that Zapier can receive data from Intercom correctly.
Add Copper as an action in Zapier
In the Zap's action step, search for and select 'Copper' as the app. Select 'Create Person' or 'Create Lead' as the action (depending on how you want to register the contact in Copper). Connect your Copper account using the API Key you obtained in step 4.
Map fields between Intercom and Copper
Configure which Intercom data saves to which Copper fields: lead name → 'Name' field in Copper; email address → 'Email' field; chat message → 'Details' field or a note in the record. Click 'Test action' to verify the contact is created correctly in Copper.
Activate the Zap and verify the complete flow
Once the test is successful, click 'Turn on Zap' to activate it. Run a complete test: go to your website, start a conversation in the Intercom chat, complete the data capture form, and verify that the new contact automatically appears in your Copper CRM.
Frequently asked questions
Does Copper CRM have a native website chatbot?
No. Copper CRM has no native chatbot or live chat feature. To have a chatbot connected to Copper, you need to use an external tool like Intercom or Drift and connect it to Copper via Zapier or Copper's direct API.
How much does it cost to integrate a chatbot with Copper CRM?
You need to pay for three separate services: Copper (from ~$25/user/month on Starter plan), Intercom (from ~$74/month on Starter plan), and Zapier (from ~$19.99/month on Starter plan with access to multi-step Zaps). The minimum total cost is ~$120/month just for the chatbot infrastructure.
Do chatbot leads sync in real time with Copper?
It depends on your Zapier plan. On Zapier's free plan, Zaps run every 15 minutes, so there is a delay. On paid Zapier plans, synchronization can be near real-time. For immediate sync, you can use Copper's direct API instead of Zapier.