Helio integration
Sales & CRM
Connect Copper to the work.
Give Helio access to Copper only when a job needs it. Requests, progress, and finished work remain visible to the team.
Try Helio with CopperA connection with clear boundaries.
Add Copper to the teammate that needs it, review the requested access, and remove the connection whenever the job changes.
- 01
Choose the job
Connect Copper to one AI teammate and a defined responsibility.
- 02
Review access
Authorize the connection separately, with the permissions the work requires.
- 03
Follow the result
See the request, progress, and finished work in Helio, Slack, or Lark.
