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Google Workspace CRM Integration

Turn Every Call Into A Copper Opportunity

Marlie AI answers your calls, qualifies the lead, and creates People, Companies, and Opportunities in Copper — so your Google Workspace-native CRM mirrors real phone activity in real time.

Native to Google Workspace, now powered by AI phone coverage

Native to Google Workspace, now powered by AI phone coverage

Copper is the CRM of choice for teams that live in Gmail, Calendar, and Drive. It auto-captures emails and calendar events out of the box — but phone calls are still a manual gap. Reps forget to log calls, opportunities stall, and pipeline data goes stale.

Marlie AI fills that gap. Every inbound call is answered, qualified, and pushed into Copper as a Person, Company, or Opportunity with stage, source, and notes already filled in. Your team opens Copper inside Gmail to a pipeline that reflects real call activity, not best-guess data entry.

What You Get with Marlie + Copper

Everything you need to connect your phone calls with Copper — fully automated, zero manual work.

Auto-Create People & Companies

New callers become Copper People and Companies automatically with name, phone, email, and qualifying data captured on the call.

Opportunity Creation

Qualified calls spin up Copper Opportunities in the right pipeline and stage with estimated value and close date from the conversation.

Activity Logging

Every call is logged as a Copper Activity with summary, transcript, outcome, and a link to the recording.

Custom Field Mapping

Map qualifying answers — service, budget, urgency, source — to Copper custom fields for consistent reporting and segmentation.

Smart Deduplication

Returning callers are matched to existing People so duplicates don't pile up and history stays preserved.

Real-Time Sync

Copper records appear within seconds of the call ending — your team sees pipeline movement the moment it happens.

How It Works

Get up and running with Copper in minutes — no coding required.

1

Connect Copper

Authenticate Copper from the Marlie dashboard with your API key and email. Works with all Copper plans that include API access.

2

Pick Pipeline & Fields

Choose which Copper pipeline new Opportunities land in, the starting stage, and how custom fields map to call data.

3

Marlie Handles The Call

Inbound calls are answered 24/7. Marlie qualifies the caller, captures details, and detects deal intent.

4

Copper Stays Current

New People, Companies, Opportunities, and Activities appear in Copper in real time — inside Gmail, where your team already works.

Built for Real Scenarios

See how businesses use Marlie + Copper to capture more leads and streamline operations.

Google Workspace-Native Sales Teams

Scenario

A sales team runs everything in Gmail and Copper but loses calls between threads.

Outcome

Marlie answers every call and writes the conversation back into Copper, so reps see the full picture in their inbox without switching tools.

Service-Based SMBs

Scenario

A services business uses Copper for new client intake and gets calls during off hours.

Outcome

Marlie qualifies service type and timeline, creates a Copper Opportunity, and books the discovery call — your team sees it Monday morning.

Account Management Teams

Scenario

Account managers field inbound calls from existing customers and need every interaction logged.

Outcome

Marlie identifies the existing Person in Copper and appends the call as a new Activity with notes, so account history is always current.

Frequently Asked Questions

Common questions about the Marlie AI + Copper integration.

Which Copper plans work with Marlie?

All Copper plans that include API access — Basic, Professional, and Business — are supported.

Can Marlie create Opportunities in specific pipelines and stages?

Yes. You can route Opportunities to any Copper pipeline and starting stage, with different rules for different call intents.

How are existing callers handled?

Marlie matches callers to existing Copper People by phone and email. Returning callers get a new Activity on their record instead of a new Person.

Does Marlie respect Copper's Gmail integration?

Yes. Marlie writes Activities and Opportunities directly into Copper records, which then appear in the Copper Gmail sidebar exactly as native data does.

Can Marlie populate Copper custom fields?

Yes. Map any call data point to any Copper custom field from the Marlie dashboard — no code required.

Are call recordings stored in Copper?

Transcripts and summaries are written to the Copper Activity. Full recordings stay in Marlie and are linked from the Activity record.

Ready to connect Marlie AI with Copper?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

Restaurant Powered by Shopify
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    Marlie AI + Copper Integration | AI Receptionist For Google Workspace CRM