Caller info creates a person record in Copper, tagged with the call source and topic.
Every call your AI agent takes flows into Copper with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier or n8n and route it however you want.
One webhook out of RevSquared, then any number of Zaps that route it into Copper.
Caller info creates a person record in Copper, tagged with the call source and topic.
High-intent calls open an opp in your pipeline with quoted value and stage pre-set.
AI summary lands as a logged activity on the person, visible right inside Gmail.
Auto-task the assigned owner with meeting details and prep notes.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload.
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the URL.
Open the Zapier integration in your RevSquared dashboard and paste the URL.
Make a test call. Zapier receives the JSON and shows you the structure to map.
Add Copper as the next step. Pick an action (Create Person, Create Opportunity, Add Activity). Map the fields and turn it on.
Build a Zap that creates Copper people from every AI-handled call.
Spin up opps in the right pipeline when callers ask for quotes.
Push the AI summary as a Copper activity visible in the Gmail sidebar.
Tag people with call source and topic so reporting stays clean.
Route new people to the right rep based on call topic or geography.
Map any captured field into Copper custom fields per entity type.
RevSquared has one Zapier integration. Paste one Catch Hook URL and every call posts to it forever.
From that webhook, create a person, open an opp, log activity, assign owners — same payload, different Copper actions.
The webhook fires seconds after the call ends. Reps see new activity in their Gmail Copper sidebar today.
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See the pageBuild a Zap once. Every future call lands in Copper, ready in your Gmail sidebar.