Integrations, Zapier & API

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  • 165 Topics
  • 402 Replies

165 Topics

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sarahswedlowNew Participant
asked in Integrations, Zapier & API

Timestamp Funciton for When a Lead Is Updated

Hi product team! Is there a way you can add a field that shows the latest time a lead has been edited at all? We’ve been really successful at integrating our copper crm with google ads, and we need this function to be able to work with Zapier and Google ads to help the machine learning of what customers are good leads. We have a custom checkbox that people can check when it is a big lead. In order to send this to google ads, we need to have a timestamp of when this field gets updated. Is there a way to do this now, or can you please add this function?

1
Jaco Koppelaar
5 months ago
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hayley.croteauEngaged User
asked in Integrations, Zapier & API

Pandadoc Integration trouble with new List View

Since the new list view was released, the PandaDoc integration bar does not show up in the new views OR when we enter an opportunity from a list view. We have to go to a person or company and then to the opportunity which just adds a bunch of steps. Is this bug being worked on now? Thanks.

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H
5 months ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
asked in Integrations, Zapier & API

Mailchimp Integration - tags and use cases

Hi Community! I received these two questions about our new Mailchimp integration. I want to make sure the answers are accessible to everybody so I’m posting them here. #1:How can I add a tag as a rule in Copper/MailChimp integration. Ex. I want anyone with the category or tag franchiselead to get tagged in MailChimp with that that same name. So I would like them to be synced to the MASTER MAILCHIMP LIST (if not in there already) and add a tag to their account. Let me know if that's possible. #2:Can you also let me know most common way people use this integration Answers coming up in my next comment :)

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P
6 months ago
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CoreyBNew Participant
asked in Integrations, Zapier & API

Copper web Hooks returning the wrong date

The Copper API is returning a 10/17/2023 close date. It's either a Copper bug or Copper configuration (time zone) issue . You have an Opportunity  (Id 30303531) that has a close date of 10/18/2023 in Copper however,  the API returns a close date of 10/17/2023 for the opportunity. Details below: We checked the Copper API webhook log (for our app) and saw that the Copper API returned a close_date = "10/17/2023" for the opportunity.  We re-checked the Copper API directly  using Postman to compare with our logs and still see "10/17/2023" in the API response.  There is no information about close_date's timezone in Copper API documentation. That may be a possible explanation.

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C
6 months ago
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DladerNew Participant
asked in Integrations, Zapier & API

Gmail Emails Not Syncing

I have examples of emails that are not syncing with records in Copper. Please help. 

0
D
6 months ago
Jagatelife
JagatelifeInspirational User
asked in Integrations, Zapier & API

Google Sheets Copper Extension Automation

 We leverage the Google Sheets Copper Extension for a lot of our different reports.  Is there anyway to get that extension to run automatically without human interaction.  We would ideally like it to fire every night.  Right now we have to trigger it manually.  Any support is much appreciated!

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Michelle from Copper
Copper Employee
7 months ago
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umar8092New Participant
asked in Integrations, Zapier & API

Add Integry to the Marketplace

I want the https:www.Integry.ai to be added to the marketplace of copper, it works just like zapier the users can integrate their apps with 100s of other apps.

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Michelle from Copper
Copper Employee
7 months ago
E
ed-axtionNew Participant
asked in Integrations, Zapier & API

Mailchimp Dropdown option does not show on ellipses

Installed updated version of Mailchimp from Legacy.I can sync a single user.When I try to sync from a Leads list with multiple users, it does not have the Mailchimp export option in the ellipses dropdown.How can I get his on?

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Michelle from Copper
Copper Employee
8 months ago
Sanzconsulting
SanzconsultingNew Participant
asked in Integrations, Zapier & API

Ringover integration Professional plan

I work with Ringover, a virtual telephony solution in the cloud. I have the "Professional" package and the native integration is only available in the "Bussiness" package, very expensive for my office. What alternatives do I have to carry out the integration? 

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Michelle from Copper
Copper Employee
8 months ago
Sanzconsulting
SanzconsultingNew Participant
posted in Integrations, Zapier & API

Ringover integration

I work with Ringover, a virtual telephony solution in the cloud. I have the "Professional" package and the native integration is only available in the "Bussiness" package, very expensive for my office. What alternatives do I have to carry out the integration? 

0
Sanzconsulting
8 months ago
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LGermanicusNew Participant
posted in Integrations, Zapier & API

Referencing Pipeline ID in Zapier.

Hello dear community ! I discovered both Copper and Zapier not so long ago, and been really impressed by the ways it could work together ! So I tried different links between apps, and I think I might be facing a problem with Copper.In Zapier, I am creating a Zap that links a google sheet (drive) to Copper. To update an opportunity in Copper, I need to refer to the Pipeline ID. When I specifically look for the pipeline ID and give it as the value, I’ve got an error 422. The Zapier support told me that it’s a recurring problem, and that it is a issue due to Copper and Zapier communication.Do you know when this will be solved ?Kind regards,

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Michelle from Copper
Copper Employee
8 months ago
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Korene CarterNew Participant
asked in Integrations, Zapier & API

Integrations for Users without admin access

I love the new features and look of Copper, The permissions for users is just what I was waiting for. However, I hope that feature will be fixed soon. Where we can allow users to integrate without granting them full access. (admin) My users will have to copy and past the numbers to dial out for now and manually log in her phone calls. :(

3
Michelle from Copper
Copper Employee
8 months ago
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Skyline NateNew Participant
asked in Integrations, Zapier & API

Only getting 1 page from API

Hey there Copper, every time I make an API call I only get the same page from the API. However, if I make the same call from Postman I can get different pages. What’s happening?

1
Michelle from Copper
Copper Employee
8 months ago
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Sales EVNew Participant
asked in Integrations, Zapier & API

API not returning correct number of People in a page

Hello everyone,i have a tool in Python for automatically, periodically grabbing People from Copper.This tool worked for years, but all of a suddon one of the pages has 199 items instead of 200. (was the first, now seems to be the second?)Note the total number of People in Copper is around 21k so i use to have many pages. CONTATTI_PER_PAG=200contaPagg = 0contatti = {}nrProgressivoContattiLetti = 0TOKEN_OWNER_EMAIL = 'sales@extravega.com'while contaPagg < NR_MAX_PAGG or NR_MAX_PAGG == 0: contaPagg += 1 url = 'https://api.copper.com/developer_api/v1/people/search' body = { "page_size": CONTATTI_PER_PAG, "sort_by": "date_modified", "sort_direction": "desc", "page_number": contaPagg } headers = {'X-PW-AccessToken': API_KEY_TOKEN, 'X-PW-Application': 'developer_api', 'X-PW-UserEmail': TOKEN_OWNER_EMAIL, 'Cont

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Michelle from Copper
Copper Employee
9 months ago
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utiliwareNew Participant
asked in Integrations, Zapier & API

MailChimp Integration Error - Does it work?

We have been block for over a week. Doe anybody know how to fix our MailChimp integration. We have repeatedly asked for support. We keep receiving the error message. Please advise. It would be nice it we could do a shared session to resolve,...  

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Michelle from Copper
Copper Employee
9 months ago
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trichesList views beta tester
asked in Integrations, Zapier & API

Anyone tried integrating twitter lists into Copper?

Just researching the potential to integrate twitter lists into Copper, anyone had any experience of this?  ThanksTim : ) 

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Michelle from Copper
Copper Employee
9 months ago
F
faisalaljundiNew Participant
asked in Integrations, Zapier & API

Why MailChimp not sync the new persons ? 

Why MailChimp not sync the new persons ?  It is working when update any existing person fields BUT no sync for new people 

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Michelle from Copper
Copper Employee
9 months ago
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ProACT SamList views beta tester
posted in Integrations, Zapier & API

Calendar Snags and Loading Issues with Copper CRM

Copper is not working…. using chrome browser and google workspace in june 2023 calendar has started to hang and not load for users.  Google tech team conclude it is the Copper for Gmail extension?Is it us that repeatedly shows copper status as offline and the icon grey?We are totally invested in google workspace but are being undermined with copper issues 

3
P
9 months ago
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dougmandicNew Participant
asked in Integrations, Zapier & API

Google contact sync not mapping company name or title

Hi folks - I’ve turned on Google Contacts integration and my Copper contacts are showing up in Google Contacts, but only with contact fields for name, email, and phone.  Company and Title field data isn’t mapping over.  How can I get the Company and Title fields to sync with Google Contacts records?  This is important because I’ll typically search by company name to find people and it’s blank.Thanks! Doug

1
Michelle from Copper
Copper Employee
9 months ago
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Skyline NateNew Participant
asked in Integrations, Zapier & API

Unable to get next pages from API

Hey there Copper,For some reason, I cannot get more than 1 page from the API. Can someone help me?

9
Michelle from Copper
Copper Employee
10 months ago
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Chris YNew Participant
asked in Integrations, Zapier & API

Mailchimp Integration: Multiple Emails

With the new Mailchimp Integration (1-way sync) what happens when I have multiple emails under a contact? For instance, I may have their work email and, as a secondary email, their personal email.  I would only want the primary email to sync to Mailchimp.  Is this what would happen or would they both sync and then I would start sending work emails to their personal account as well? Any feedback or experience is greatly appreciated. 

1
Michelle from Copper
Copper Employee
10 months ago
Jagatelife
JagatelifeInspirational User
asked in Integrations, Zapier & API

Plans to Enhance Connect Fields?

The Connect Fields that Copper introduced are really interesting and we have found some good internal use cases. However, they really only serve as glorified navigation tools at this point.I think to really unlock the potential of these fields, there are a number of other things that would need to happen to get the most out of them. Are there plans to do any of the following:Allowing Exporting of Connect field Allowing Importing or Bulk updates Enable API access through tools such as Zapier

3
Jagatelife
10 months ago
K
KapilNew Participant
posted in Integrations, Zapier & API

About Developer API

Hi there,We are using your API’s to sync with our .NET Core WEB APP.We want to link People and Opportunities together. SO can you please tell me what is the common property between them. I checked the Opportunities and People Object, they have assignee_id. Can I use it for mapping these two entities? Please suggest me the best way to connect these entities. Hope you can shed a light on me about this.Thank you.

3
H
10 months ago
R
Rajalakshmi2001New Participant
asked in Integrations, Zapier & API

How to fetch the activities by filter the activity date via api.

How to get the activities by filter the activity date via api.If hit this api in postman platform https://api.copper.com/developer_api/v1/activities/searchand JSON request body {"maximum_activity_date": 1685942931728}Its response is {"success": false,"status": 422,"message": "Invalid input: Validation errors: Maximum Activity Date: must be less than or equal to 2147483648"}It takes only the 1970’s dates.How to fetch the activities by filter the activity date via api.

1
Michelle from Copper
Copper Employee
10 months ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

Are Copper Internal ID's unique across Copper Domains

Hi Copper team, We are building a service for our Copper customers that require us to store Copper custom field information. Are the used ID’s (e.g. Custom Fields, Select Field values, etc.) unique across all domains?Same question for the functional record ID’s (e.g. Companies, People, Opportunities, etc.). This would be helpful for customers working with more than one Copper domain. Thanks, Jaco

9
C
10 months ago

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