Integrations, Zapier & API

Integrations are the building blocks to your CRM success. Find all your tips here.

  • 155 Topics
  • 382 Replies

155 Topics

T
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 : ) 

3
Michelle from Copper
Copper Employee
5 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 

2
Michelle from Copper
Copper Employee
5 months ago
P
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
5 months ago
D
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
5 months ago
S
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
5 months ago
C
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
5 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
5 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
5 months ago
M
MiriamNew Participant
asked in Integrations, Zapier & API

One step missing in the Zapier Playbook send data from Copper into a Google slides

I am following the Copper Playbook for Zapier and Google Docs. I followed step by step, except the one that is missing in Zapier. It does not come up so I am unable to continue according to the instructions.  Could you please shed any light on this? Is the documentation obsolete?  Thanks in advance  

2
Michelle from Copper
Copper Employee
6 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
6 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
6 months ago
E
Edward NashList views beta tester
asked in Integrations, Zapier & API

Copper - MailChimp Sync | All dates are one day off

Hello,Is anyone else experiencing this issue, whereby a date field in MailChimp is showing one day earlier than that in Copper?E.g.In Copper it will show:Name: Lucy SmithDate of Birth: 02 March 2000In MailChimp it will show:Name: Lucy SmithDate of Birth: 01 March 2000---Ed 

3
Michelle from Copper
Copper Employee
6 months ago
R
rakhiarNew Participant
asked in Integrations, Zapier & API

Won opportunities displaying

Hi all!I have a query regarding one of the features of Copper. I see my won opportunities (along with their value) and win rate being displayed on the Company level in Copper in some sort of a line graph(as you can see in the attachment). But I want this feature to be extended to the People (User) level.I cannot see this option being displayed on the People level. I tried reading the API documentation to see if there could be some tweaks in order to display this through API but couldn’t find any.Can someone please help me with this request?  

2
Michelle from Copper
Copper Employee
6 months ago
R
RoydenHNew Participant
asked in Integrations, Zapier & API

Xero to Copper connections

Hi  I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated. Thanks,

2
Michelle from Copper
Copper Employee
6 months ago
M
mdidomenicoEngaged User
posted in Integrations, Zapier & API

Copper/Ring Central Integration

I recently added RingCentral to my business with the understanding that the Copper integration would track calls in Copper. Well, this was a bitter disappointment, as the integration doesn’t do that unless you’re using the app on a cell phone. And I’m not sure that always works.  I feel kind of duped by Copper because I had to upgrade my Copper account to basically turn on “click to call” which should be a built-in feature anyway and then you get to choose your phone system/provider.  Hopefully, I’m missing something here. I would appreciate any success stories and tips on this integration. Thanks, Michael  

4
T
6 months ago
R
rolf.messerliNew Participant
asked in Integrations, Zapier & API

Telephony Solution / API

HiWe are looking for a telephony solution that is compatible with Copper. Our goal is that incoming calls are immediately synchronised with Copper and our employees know who is contacting us. A telephony partner in Switzerland recommended Innovaphone to us. Unfortunately, there is no standardised API interface from Copper for this yet. Are there any plans for this? Or could you recommend something else that would work in Switzerland?Thanks for an answer.Kind regards, Rolf

2
Michelle from Copper
Copper Employee
6 months ago
P
ProgrammersNew Participant
asked in Integrations, Zapier & API

Development Environment to Mirror Production?

For those  posting data to Copper, what’s your normal method for testing - do you have a mirror of your production copper system, a subset of it, or other methods to validate the data is updating or creating the expected records?

2
P
7 months ago
B
BrianMcMNew Participant
asked in Integrations, Zapier & API

Integrating Quickbooks Desktop

We have grown to the point that Quickbooks Online (QBO) no longer fits our business.  Our new accounting firm would like to integrate Quickbooks Desktop into Copper, or would like our company to switch CRM vendors, which sounds awful.  Does Copper support Quickbooks Desktop integration including generating QB quotes and price book from the Copper platform (so our team does not have to have access to a server based QB account).   Thanks  Brian

4
T
7 months ago
S
slukac01New Participant
asked in Integrations, Zapier & API

403 Forbidden response in Postman

I figured it out :) 

3
Michelle from Copper
Copper Employee
7 months ago
T
trichesList views beta tester
asked in Integrations, Zapier & API

Google sheets integration removes custom calcuations

Hi, When running a new Google Sheets Add-on Import, custom calculations in custom fields deleted. Is there anyway to avoid this? ThanksTim

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

Accessing Copper from Google Apps Script (GAS)

Are there any examples of how to call Copper API from a Google Apps Script?

2
D
8 months ago
L
LainieNew Participant
asked in Integrations, Zapier & API

Creating firs/last name fields to integrate with zapier and google forms

Hello,   I am in the process of setting up a zapier integration to link a google form to my copper contacts.  I would like to have both first and last name columns in my Copper People database but can’t figure out how to make that work.  I just see a First Name field now.   Thank you for any insight!! 

0
L
8 months ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

How to capture changes in connections between entities?

We have a service that uses webhooks to capture changes in the various Copper entities. Unfortunately the webhook is not triggered when there are changes in relations between entities. This issue applies both for standard fields (e.g. change company for a person) as well for the custom connect fields.  Does anyone has a solution for this? Thanks, Jaco Koppelaar 

0
Jaco Koppelaar
9 months ago
J
Jay SamNew Participant
asked in Integrations, Zapier & API

S3 Upload

Im currently working on an android app project where i use copper api to access/store some data to copper. Currently i’m struggling on how to upload to S3 from my android file manager. Can you please guide me on this? I’m using IONIC framework with vuejs. Thanks.

0
J
9 months ago
C
CecilieEngaged User
asked in Integrations, Zapier & API

Preferred Slack channel not showing up (Slack integration)

I have enabled the Slack integration. When configuring the integration, I set a private Slack channel as my preferred destination for Copper updates, but that Slack channel isn’t even showing up as an option under these refined settings — what could I be doing wrong here?  

4
Michelle from Copper
Copper Employee
9 months ago

Badge winners

  • Silver Contributor
    DanThorhas earned the badge Silver Contributor
  • Bronze Contributor
    ARCOhas earned the badge Bronze Contributor
  • Customer Innovator
    lhonghas earned the badge Customer Innovator
  • Super User
    Michelle from Copperhas earned the badge Super User
  • Bronze Contributor
    Gilihas earned the badge Bronze Contributor
Show all badges
Terms & ConditionsCookie settings