How to Integrate Copper
TABLE OF CONTENTS
- 1) Description-Description)
- 2) Entities-Entities)
- 3) Steps-Steps)
- Step 1: Creating a Task
- Step 2: Enter The Integration Name
- Step 3: Adding the Credentials
- Obtaining the API Key
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
Source | Target |
|---|---|
Send People | Add People |
Send Companies | Add Company |
Send Opportunities | Add Opportunities |
Send Projects | Add Project |
Send Tasks | Add Tasks |
Send Activities | Add 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
- Press Generate your API Key button:
- 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!
Updated on: 22/09/2026
Thank you!