Copper integration
Connect Copper so new leads, people, and opportunities can start the next step for your brokerage team, and Copper records stay current without retyping.
What Joymore does
Teams use Copper to manage people, leads, and opportunities. When a deal moves forward, the transaction file and its compliance review live in Joymore. Connecting Copper lets activity there start the steps your team sets up.
Once Copper is connected, Joymore automations can react to Copper events, like a new lead or a new opportunity, and run Copper actions, like creating or updating a person or a project. Joy can also work in Copper when someone on your team asks her to.
What you can do
- Act on new opportunities. When a new opportunity is created in Copper, an automation can alert the right person on your team.
- Follow up on new leads. When a new lead arrives in Copper, an automation can look up its details and let the agent who owns it know.
- Keep people current. An automation or Joy can create or update a person in Copper and link them to the right project.
Available once connected
What automations can use in Copper.
Events Joymore can react to
- New Lead (Instant)
- New Opportunity (Instant)
- New Person (Instant)
Actions Joymore can run
- Associate to Project
- Create or Update Person
- Create or Update Project
- Get Object
- List Object Type Options
- List Tags Options
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Copper and Joymore questions
How do I connect Copper to Joymore?
Sign in to Joymore, open Settings, and connect your Copper account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use Copper?
No. Agents keep working in Copper as they do today, with no extra steps.
Does Joymore replace Copper?
No. Copper stays your CRM. Joymore handles transaction files and compliance review.
