How to Integrate Copper

Created by Maja Bradonjic, Modified on Thu, 13 Oct 2022 at 03:50 PM by Ivana B

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

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 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!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article