How to forward calls from Copper CRM

Need to make sure you never miss an important call from Copper CRM? Whether you're using an AI answering service like Upfirst, heading out on vacation, or just stepping away from your desk, forwarding calls ensures your business keeps running smoothly. This guide will walk you through how to forward all calls, set up conditional (missed call) forwarding, and how to turn it off—no technical know-how required!

How to forward all calls from Copper CRM

If you want every call made to your Copper CRM number to ring on a different phone (like your mobile, a colleague's line, or an answering service), follow these simple steps:

1. Log in to your Copper CRM dashboard.
   • Use your web browser to access your Copper CRM account.
2. Go to the Phone or Call Settings.
   • Look for “Phone,” “Telephony,” or “Call Forwarding” in the sidebar or settings menu.
3. Find the call forwarding option.
   • This is usually labeled as “Forward all calls” or “Call Forwarding.”
4. Enter the new phone number.
   • Type in the number where you'd like to forward your calls. Double-check it to avoid mistakes!
5. Save or activate the changes.
   • Click “Save,” “Activate,” or a similar button to turn on call forwarding.
6. Test your setup.
   • Call your Copper CRM number from another phone to make sure calls are being forwarded correctly.

Note: If Copper CRM is integrated with a specific phone carrier or VoIP provider, you may need to set up forwarding through that provider’s portal or app, using similar steps.

How to forward only missed calls (conditional call forwarding) on Copper CRM

Conditional call forwarding means your calls will only forward if you don’t answer, if your line is busy, or if your phone is off. This way, you can catch every call when you’re available but have a backup (like Upfirst) just in case you miss one.

Here’s how to set up conditional call forwarding in Copper CRM:

1. Log in to your Copper CRM dashboard.
2. Navigate to the Phone or Call Settings.
3. Look for “Conditional Call Forwarding” or “Forward on No Answer/Busy/Unreachable.”
   • Sometimes this is under “Advanced” or “More Options.”
4. Enter the forwarding number.
   • Add the phone number or service you want missed calls sent to.
5. Set your conditions.
   • Choose when to forward (e.g., only if not answered after 20 seconds, or if your line is busy).
6. Save your changes.
   • Make sure to save or enable the feature.
7. Test by letting a call go unanswered.
   • Call your Copper CRM number and don’t pick up; confirm it forwards as expected.

How to turn off call forwarding on Copper CRM

Ready to start taking calls directly again? Here’s how to disable call forwarding in Copper CRM:

1. Log in to your Copper CRM account.
2. Go to the Phone or Call Settings section.
3. Find the call forwarding section.
   • This might be labeled as “Call Forwarding,” “Forward All Calls,” or “Conditional Forwarding.”
4. Disable or delete the forwarding number.
   • Either select “Turn off,” “Disable,” or simply remove the number from the forwarding field.
5. Save your changes.
6. Test your number.
   • Give your Copper CRM number a call to ensure calls are coming directly to your chosen device.

FAQs about call forwarding on Copper CRM

Does Copper CRM charge for call forwarding?
Copper CRM itself usually does not charge for call forwarding, but your underlying phone provider or VoIP partner might. Be sure to check with your carrier for any forwarding or per-minute fees.

Can I forward calls internationally with Copper CRM?
You can often forward calls to international numbers, depending on your phone service plan and Copper CRM’s integrations. Keep in mind that international forwarding may incur extra charges.

Will my phone still ring when call forwarding is enabled?
If you forward all calls, your original device usually won’t ring—calls go straight to the new number. With conditional forwarding, your phone will ring first, and only forward if you don’t answer.

Can I forward text messages too?
Copper CRM’s call forwarding usually only applies to voice calls, not SMS messages. Check with your provider or integrations for options to forward or copy text messages.

How is immediate forwarding different from conditional forwarding?
Immediate (all calls) forwarding sends every call to a different number right away. Conditional forwarding only sends calls elsewhere if you don’t answer, if your line is busy, or if you’re out of reach.

Can I use call forwarding with an answering service like Upfirst?
Absolutely! Many businesses use call forwarding to send calls directly to Upfirst, ensuring no customer call goes unanswered.

Never miss another call with Upfirst!
Forward your Copper CRM calls to Upfirst’s AI answering service and let a smart virtual receptionist greet your customers, answer questions, and send you clear summaries by email and text. Try Upfirst for free for 14 days—no credit card required. Give your business the professional touch, even when you can’t answer the phone yourself.