The embedded integration between Reply and Copper CRM lets you perform the following actions directly in the Copper CRM interface:

  • Move a contact to an existing Reply sequence.
  • See what sequence(s) the contact is currently in.

Using the embedded integration

After you have installed the Reply app from the Copper CRM Integrations page, open any contact or lead in Copper CRM and click the Reply tab. You must log into Reply before using the integration:

As soon as you have logged in, you can add contacts or leads to Reply sequences,

And see whether the contact or lead is already in a Reply sequence:

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