How to integrate Copper

Created by Igor Galic, Modified on Wed, 24 Aug 2022 at 08:13 AM by Igor Galic

TABLE OF CONTENTS



Description

Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don'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.



Entities


SourceTarget
Send PeopleAdd People
Send CompaniesAdd Company
Send OpportunitiesAdd Opportunities
Send ProjectsAdd Project
Send TasksAdd Tasks
Send ActivitiesAdd Leads


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



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 Name and Description


Enter the Name of the Integration.

You can optionally also enter a description. 

Step 3. Adding Credentials


You will be prompted for the API Key. 

Step 4. Obtaining the API Key


Here you enter your email which you use when logging in to Copper and ApiKey which you can generate in Settings -> Integrations -> API Key

 

 




Copper is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


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!

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