How to Integrate Copper

TABLE OF CONTENTS

1) Description

Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but doesn't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. 

2) Entities

Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a triggered task.

3) Steps

Step 1: Creating a Task

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2: Enter The Integration Name

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3: Adding the Credentials

Obtaining the API Key
 1. Log in to your Copper Account
 2. Navigate to Settings -> Integrations -> API Keys

3. Press Generate your API Key button:

4. Once the API Key is generated insert it into the provided API Key field inside the Integration panel together with your original Email address and press Finish.




Congratulations! Copper is now successfully integrated.

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!