Connect tawk.to and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor starts chat
End Tawk.to chat
New chat transcript arrives
Create Chat Ticket
Choose an Action
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Ready to use tawk.to and Copper automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
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Frequently Asked Questions
To start, connect both your tawk.to and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Copper (or vice versa).
Absolutely. You can customize how tawk.to data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between tawk.to and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between tawk.to and Copper. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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