Integrations / CRM
Manage Copper leads and projects from WhatsApp
Flann connects Copper to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Copper action. Connected to Flann, Copper behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
65 actions in Copper. 28 only look things up, and 37 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Copper
Type it or say it in a voice note. Flann works out which Copper action you mean.
“Find leads in Copper.”
“Find tasks in Copper.”
“Find projects in Copper.”
“Create a lead in Copper.”
“Create a task in Copper.”
“Create a project in Copper.”
What Flann can work with in Copper
Copper gives Flann 65 actions across 19 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Leads | createdeletelook upsearchupdate | 6 |
| Activities | createsearchupdate | 3 |
| Attached files | deletelook upupload | 3 |
| Companies | createsearchupdate | 3 |
| Opportunities | createsearchupdate | 3 |
| Projects | createsearchupdate | 3 |
| Related links | createdeletelook up | 3 |
| Tasks | createsearchupdate | 3 |
How the same lead job compares, in Copper directly and through Flann.
| Compare | Copper on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | 28 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 37 changes, made from a message |
| Copper records | All of them, one screen at a time | 19 kinds, from one chat |
| Set-up | Nothing new to set up | Your Copper API key, once |
YesPartlyNo
Step by step: Copper jobs you can hand to Flann
What happens between your message and the result in Copper.
Create a lead from a voice note
- You message Flann on WhatsApp: “Create a lead in Copper with these details.”
- Flann runs
Search Leadsin Copper and shows you what it found. - Flann runs
Create Leadin Copper. - Flann creates it in Copper and confirms in the chat.
Fix a project without opening Copper
- You message Flann on WhatsApp: “Change the project in Copper: here is what is different.”
- Flann runs
Search Projectsin Copper and shows you what it found. - Flann runs
Update Projectin Copper. - Flann makes the change in Copper and confirms in the chat.
Get answers about your tasks
- You message Flann on WhatsApp: “What is the latest on our tasks in Copper?”
- Flann runs
Search Tasksin Copper and shows you what it found. - Nothing in Copper is changed: these are look-ups, so they run straight away.
The Copper jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Copper. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Copper as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Copper for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Copper, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Copper and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Copper
- Search for Copper in Flann’s Connectors.
- Paste your Copper API key into the secure form Flann opens. You will find the key in your Copper account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Copper action and fills in the details.
Reading from Copper is instant. Copper stays connected until you remove it in Connectors.
Ways to use Copper with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Copper have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Copper and asks you to confirm.
Everything Flann can do in Copper
All 65 Copper actions, as Flann sees them.
Looks up 28
- Get Account
- Get Attached File Metadata
- Get Current User
- Get Custom Activity Type
- Get Custom Field Definition
- Get Field Layout
- Get Lead
- Get Person by Email
- Get Record
- List Attached Files
- List Custom Activity Types
- List Custom Field Definitions
- List Lead Statuses
- List Lead, Person, or Company Activities
- List Pipeline Stages
- List Pipelines
- List Reference Values
- List Related Links
- List Related Records
- List Tags
- List Users
- Search Activities
- Search Companies
- Search Leads
- Search Opportunities
- Search People
- Search Projects
- Search Tasks
Changes 37
- Bulk Create Activities (Beta)
- Bulk Create Companies (Beta)
- Bulk Create Leads
- Bulk Create Opportunities (Beta)
- Bulk Create People (Beta)
- Bulk Update Companies (Beta)
- Bulk Update Leads
- Bulk Update People (Beta)
- Convert Lead
- Create Activity
- Create Company
- Create Custom Activity Type
- Create Custom Field Definition
- Create Lead
- Create Opportunity
- Create Person
- Create Project
- Create Related Link
- Create Task
- Delete Attached File
- Delete Custom Field Definition
- Delete Lead
- Delete Record
- Delete Related Link
- Relate Records
- Unrelate Records
- Update Activity
- Update Company
- Update Custom Activity Type
- Update Custom Field Definition
and 7 more
More CRM apps Flann works with
Common questions
What can Flann do with leads in Copper?
Flann can create, delete, look up, search and update leads in Copper, using 6 actions (Create Lead, Delete Lead, Get Lead, Search Leads and more). Looking up runs straight away and changes nothing. The other actions create or change leads in Copper.
What can Flann do with activities in Copper?
Flann can create, search and update activities in Copper, using 3 actions (Create Activity, Search Activities, Update Activity). Looking up runs straight away and changes nothing. The other actions create or change activities in Copper.
How does Flann connect to Copper?
Open Connectors in Flann, choose Copper and paste your Copper API key into a secure form. You will find the key in your Copper account settings. Once it is connected, Flann can use 65 actions in Copper.
How do I ask Flann to do something in Copper?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Copper action that fits and asks if anything is missing.
Is Copper included in my Flann plan?
Yes. Every Flann plan includes every app, Copper included.