{"id":287833,"date":"2024-12-24T17:39:35","date_gmt":"2024-12-24T17:39:35","guid":{"rendered":"https:\/\/gfssite.local\/integratie-met-copper-op-monday-com-een-oplossing-om-te-helpen-met-klantenbeheer\/"},"modified":"2024-12-24T17:39:35","modified_gmt":"2024-12-24T17:39:35","slug":"integratie-met-copper-op-monday-com-een-oplossing-om-te-helpen-met-klantenbeheer","status":"publish","type":"post","link":"https:\/\/globalfinanceschool.com\/nl\/integratie-met-copper-op-monday-com-een-oplossing-om-te-helpen-met-klantenbeheer\/","title":{"rendered":"Integratie met Copper op monday.com: een oplossing om te helpen met klantenbeheer"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"Koper.png\" title=\"\">Copper is een CRM-tool (Customer Relationship Management) die vanzelfsprekend werkt binnen G-suite en die je kunt integreren met monday.com!<\/p>\n<h2>Hoe voeg je het toe aan je workflow?<\/h2>\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\"><strong>Let op:<\/strong> Voordat je de insluiting van monday.com gaat instellen, zorg ervoor dat je Leads activeert in je Cooper-account. Ga hiervoor naar Instellingen &gt; Leads &gt; Leads inschakelen. <\/div>\n<\/div>\n<p><strong>Stap 1<\/strong><\/p>\n<p>Om een \u200b\u200bintegratie toe te voegen, gaat u naar het bord (Board) waar u de integratie wilt aanmaken en klikt u op de integratieknop, die zich in de rechterbovenhoek van uw scherm bevindt, zoals hieronder weergegeven:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125202_542_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"integratie.png\" title=\"\"><\/p>\n<p>Zodra u op de pagina bent, ziet u alle prachtige apps die wij aanbieden voor integratie en kiest u vervolgens Cooper:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125202_62_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"1.png\" title=\"\"><\/p>\n<p><strong>Stap 2<\/strong><\/p>\n<p>Nadat je op de Cooper-integratiebanner hebt geklikt, zie je het recept dat de integratie biedt: wanneer er een lead wordt aangemaakt in Cooper, moet er een Item worden aangemaakt en moeten alle toekomstige wijzigingen vanuit Cooper worden gesynchroniseerd.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125203_671_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"2.png\" title=\"\"><\/p>\n<p><strong>Stap 3<\/strong><\/p>\n<p>Wanneer je op een van de recepten klikt, wordt je gevraagd om je monday.com-account te koppelen aan je Cooper-account:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125203_577_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"1_2.png\" title=\"\"><\/p>\n<p>Daarna wordt u gevraagd in te loggen met de inloggegevens van uw Cooper-account. U kunt uw API-sleutel vinden door naar de pagina Instellingen op de Cooper-website te gaan &gt; Integraties &gt; API-sleutels &gt; Een nieuwe API-sleutel maken. <\/p>\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\"><strong>Tip:<\/strong> Als u uw API-sleutel niet kunt vinden, kunt u zoeken in het Cooper Help Center. Er zijn gedetailleerde handleidingen waarmee u de sleutel gemakkelijk kunt vinden. <\/div>\n<\/div>\n<p><strong>Stap 4<\/strong><\/p>\n<p>Nadat u het recept heeft gekozen en uw cijfer heeft ingevoerd, komt u in het integratievenster terecht. Hier kunt u uw automatisering configureren. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125203_504_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"2_1.png\" title=\"\"><\/p>\n<p>Nadat u uw integratie heeft ingesteld, kunt u de informatie voor het item kiezen:<\/p>\n<p class=\"wysiwyg-text-align-center\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729125203_932_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.png\" alt=\"3.png\" width=\"500\" height=\"516\" title=\"\"><\/p>\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Copper-Copper-%D7%94%D7%99%D7%90-%D7%9B%D7%9C%D7%99-CRM-%D7%A9%D7%A0%D7%9E%D7%A6%D7%90-%D7%91%D7%90%D7%95%D7%A4%D7%9F-%D7%98%D7%91%D7%A2%D7%99.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\"><strong>Interessant feit:<\/strong> met Cooper kun je het hele verkoopproces rechtstreeks vanuit Gmail beheren, waardoor het gemakkelijker wordt om de communicatie met potenti\u00eble klanten te volgen en de effici\u00ebntie van verkoopteams te verbeteren.<\/div>\n<\/div>\n<p><a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360010451139-Copper-Integration\" target=\"_blank\" rel=\"noopener\">Bron link  <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Copper is een CRM-tool (Customer Relationship Management) die vanzelfsprekend werkt binnen G-suite en die je kunt integreren met monday.com! Hoe voeg je het toe aan je workflow? Let op: Voordat je de insluiting van monday.com gaat instellen, zorg ervoor dat je Leads activeert in je Cooper-account. Ga hiervoor naar Instellingen &gt; Leads &gt; Leads inschakelen. [&hellip;]<\/p>\n","protected":false},"author":9274,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[17047],"tags":[13813,17048],"course-author":[],"course-level":[],"course-type":[],"class_list":["post-287833","post","type-post","status-publish","format-standard","hentry","category-gidsen-maandag-gids","tag-hulplijnen","tag-maandag-gids"],"acf":[],"_links":{"self":[{"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/posts\/287833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/users\/9274"}],"replies":[{"embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/comments?post=287833"}],"version-history":[{"count":0,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/posts\/287833\/revisions"}],"wp:attachment":[{"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/media?parent=287833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/categories?post=287833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/tags?post=287833"},{"taxonomy":"course-author","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/course-author?post=287833"},{"taxonomy":"course-level","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/course-level?post=287833"},{"taxonomy":"course-type","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/nl\/wp-json\/wp\/v2\/course-type?post=287833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}