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Copper

Copper is an easy-to-use CRM that is designed specifically for Google Suite users in order to manage their relationships and sales pipeline with ease.

Overview

Copper is a Customer relationship management tool that has been designed specifically for G Suite users. This is so you can see information from all your email threads, past interactions, and tasks all in one place without the need for further data entry. Having all your customer interactions are in one place means can have the visibility needed to manage relationships with full context.

Authentication

ATTENTION: Please take note that you may have known Copper by its previous name: ProsperWorks. Since then it has been re-branded as Copper. Much of the same functionality has remained, though the name and logo have been updated.

When using the Copper connector, the first thing you will need to do is go to your Tray.io account page, select your workflow. Once in the workflow dashboard itself select and drag the Copper connector from the connectors panel (on the left hand side) to your workflow.

With the new connector step highlighted, in the properties panel on the right, click on 'New Authentication' under the 'Settings' heading.

copper-auth

In the new pop-up window that appears, name your authentication as appropriate and make sure to use the same email address that you used for signing into your Copper account, in the 'Email address' section.

For the API key, head to your Copper account main dashboard, click on the 'Settings' option on the left hand side. In the new menu that displays, select 'Integrations'. You will see a drop down option which will include 'API Keys'. Click on this to get to the main API Keys page.

copper-get-api

Click on the 'GENERATE API KEY', and name your new API appropriately.

copper-gen-api-key

Copy the new hash created and paste it into your Tray.io authentication pop-up window.

copper-paste-auth

Once you have clicked through again, your authentication should now be complete and available within your Copper connector settings -> 'Authentication' field.

copper-auth-complete

Copper trigger

If you wish your workflow to be kicked off by a particular action in Copper, you can use the Copper Trigger.

The Copper trigger allows you to receive notifications and trigger workflows when given events occur associated with the selected trigger operation.

Trigger operations available:

  • Webhook (advanced)

Webhook Setup

In order to use the Copper trigger, you need only setup your authentication as demonstrated above.

Basic Operations List

Full list of operations can be found HERE

  • Activity exists?
  • Create activity
  • Delete opportunity
  • Find lead by phone number
  • Get company
  • Search activites (company wide)
  • Update lead
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