Copper + 365agents: Google Workspace–native CRM, now with voice

365agents connects natively to Copper via OAuth. Copper is the CRM built for Google Workspace — it lives inside Gmail and Google Calendar, and now your AI voice agent does too. Every call creates or updates a Copper People record, logs the transcript and recording as an Activity, and keeps your Copper pipeline in sync with the voice channel.

What this makes possible

• Activity logging on every call — shows up in Copper's timeline for the right Person or Company

• Auto-create People from unknown callers with captured info

• Opportunity progression — pipeline stages advance based on qualification outcomes

• Custom field population — any AI-captured data writes to your Copper custom fields

• Google Workspace sync — because Copper integrates natively with Gmail and Google Calendar, the call, the email follow-up, and the booked meeting all tie together in Copper's view

How a real call flows

• Caller: "I was referred by [a customer]."

• AI identifies the referral source, qualifies, books a follow-up

• Copper People record created or matched

• Opportunity created with the referral attribution

• Activity logged with transcript

• Google Calendar event appears on the right person's calendar, Copper links it to the Opportunity

How to connect

1. Admin dashboard → Integrations → Copper

2. "Connect" and sign in with your Google Workspace account

3. Authorize Copper CRM access

4. Map AI fields to Copper People and Opportunity fields

5. Test with a live call

Who this is for

• Google Workspace-native businesses

• Agencies and consultancies that live in Gmail

• B2B teams that chose Copper specifically for the Google-native experience

• SMBs wanting a lightweight CRM that doesn't require leaving Gmail

Related

• HubSpot + 365agents

• Google Calendar + 365agents

• Gmail + 365agents

Get started

Book a demo — we'll connect Copper during onboarding.