Zapier Playbook: Send data from Copper into a Google Docs template

   Download Playbook 

Here’s a step-by-step guide on how to set up a Zapier connection that takes information from a Copper record and uses it to fill out a Google Docs template. 

To set up this connection, you will need:

1. Copper CRM on Professional or Business Tier (admin access required)
2. A Google Doc in an accessible location in Google Drive, and with Merge Fields (we will go over those in the Playbook).
3. A Zapier account on on Starter tier or above

  Ready to get started? Download this Playbook at the link below:

  Download Playbook  

Comment below or post in our forum if you have any questions!