Platform Q&A

Your source for all your Copper questions and platform knowledge

810 Topics

G
Gabriele ZemaityteNew Participant
asked in Workflow automation

End of the Day summary automation

Hey All, We would like to produce some summary emails for our upper management with relevant activity (i.e. all the new contacts and opportunities added that day). I assume this could be achieved through automation. Does anyone have anything similar set up?Could anyone advise? Thank you in advance! 

1
Michelle from Copper
Copper Employee
23 hours ago
Q
QQQNew Participant
asked in Reports & data

Dashboard - Calendar Event not in Google Calendar - How to remove

On my Copper Dashboard it keeps showing a calendar event for Today ( and Every Tuesday and Thursday), but the Event(s) are not on my Google Calendar.  It was initially setup as a recurring meeting by someone else through google calendar, but that recurring meeting stopped.    When I click on the event from the dashboard, it goes to my Google Calendar and does not find it. Other events seem to be syncing correctly. How do I remove this meeting from showing in copper that is not in my calendar. It also ends up showing in the daily emails that I have a meeting I do not have. 

1
Michelle from Copper
Copper Employee
2 days ago
X
XingaNew Participant
asked in General questions

Sending bulk email using aliases?

Hello!I am wondering if you are able to send bulk emails using aliases?For example: My main email linked to Copper is emailone@adress.com but i have emailtwo@adress.com and emailthree@adress.com as aliases that I use for different customer segments.I want to be able to adress my first client group through emailone@adress.com and the second customer group with emailtwo@adress.com etc. Thank you in advance!Best regards,Li

1
Michelle from Copper
Copper Employee
2 days 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
2 days 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
3 days 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

2
Michelle from Copper
Copper Employee
4 days ago
X
XingaNew Participant
asked in General questions

Custom lead view for different teams?

Hello!I am looking for a crm system for my organization, and Copper looks promising.I work within a business that sells services in different segments that target different kinds of clients. Hence have different sales people dedicated to the different segments.I’m wondering if there is a way to manage access and visibility regarding leads and pipe-lines so that different parts of the working teams in the organisation does not interfere with the other team? For example the sales team working on B2B only sees B2B while the B2C can focus on B2C.By having all the information available for everyone would get messy quite quickly, I’m trying to figure out a way to keep things ordered between the different teams.I have looked accross the internet and not really gotten my question answeded, thank you! Best regards,Li

3
Michelle from Copper
Copper Employee
4 days ago
M
ManiNew Participant
asked in Marketing Tools

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

2
D
7 days ago
F
flora.pataiNew Participant
asked in General questions

Can I set requirements to move an opportunity to another stage?

I would like to set that an opportunity can be moved to the next stage only if certain fields are filled in. Is it possible with Copper? 

1
Michelle from Copper
Copper Employee
8 days ago
E
emma.enogiaNew Participant
asked in Workflow automation

Workflow automation when there is a change

Hello, I want to create a workflow automation that put the updated date when the close date of my project or the value is updated but I can’t make it work as I can only chosse (less, greater or equal) How can I make it work? Thanks,  

1
Michelle from Copper
Copper Employee
8 days ago
Jagatelife
JagatelifeInspirational User
asked in Workflow automation

Unsupported Variable Error

I am getting an issue with adding a custom field to a Workflow automation.  Here is what I have entered: CONCAT("https://luxuryrehabs.com/",cf_profile_slug,"/")Attached is the error and a snapshot of the Manage field (Unsupported Variable) and showing the field (Profile Slug), not sure what I am missing here.

4
C
9 days 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
9 days ago
M
MIANew Participant
asked in Marketing Tools

SMS directly from Copper.

Hello,Is there any possibility to send sms directly from Copper, to over 4k customers?Thank you!

4
Michelle from Copper
Copper Employee
9 days ago
V
VirveVNew Participant
asked in Reports & data

Copper exporting wrong data to google sheets

Hi, We have quite a few reports built in google sheets and I have come across with an issue that is affecting our reports. When I pull (refresh) opportunity data from Copper to a google sheet report, the data that arrives into the tab is lead data instead of opportunity data. This started to happen around two weeks ago. The reports and refreshing the data has worked before without any issues. Any advice what can be done?  

1
Michelle from Copper
Copper Employee
10 days 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.

2
alex
11 days 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
11 days ago
J
JeannineNew Participant
asked in General questions

Copper as a development / fundraising tool for a non-profit

Hi -Does anyone use Copper as a CRM for their development / fundraising work and have best practices to share? I’ve inherited a highly customized database that is not currently meeting our needs. Thanks,Jeannine

1
Michelle from Copper
Copper Employee
15 days ago
G
GNLNew Participant
asked in Marketing Tools

Test emails in email sequences not sending

I am new to Copper.  I created a test sequence and added a few emails I then tried to send a test email, but it is never delivered.  How to I make this work properly? ThanksGreg

1
Michelle from Copper
Copper Employee
16 days ago
A
astertalentNew Participant
asked in Workflow automation

Mapping for import with CSV

I don’t understand how when I get the template for importing contacts, they do not at all map to what I see in Copper or in the Gmail extension. For example, it says “Phone” but not “Work Phone” or “Mobile Phone”It doesn’t seem to make sense that there would not be consistency. And none of the options in “Category” relate to my question  

1
Michelle from Copper
Copper Employee
17 days ago
D
Dominique FisherNew Participant
asked in General questions

How do I change/add to 'Status' fields for Opportunities?

I am trying to add another field in Status to meet our business requirements - can I do this? I cant seem to find a way to ie the hover pencil is not appearing etc

1
Michelle from Copper
Copper Employee
17 days ago
E
Edward NashList views beta tester
asked in General questions

User tag dropping off when typing a comment on Android

Hello!Is there a known issue with the android version of the app, whereby when another user is tagged followed by a written sentence, after a certain number of words the tag “deactivates” and reverts to standard text.e.g. @JohnSmith one two three four five sixBecomes:John Smith one two three four five sixThis is really frustrating.Ed

1
Michelle from Copper
Copper Employee
18 days ago
J
JoshNew Participant
posted in General questions

Tasks synced to Google Calendar going away

This is terrible news! Task reminders that are synced to Google are a big reason why I keep coming back to Copper year after year. I am told that we will be able to still see tasks within Copper… Well of course, but to keep a clean workflow, it has been so nice to see the tasks show up on the Google Calendar automatically. What is Copper doing to fix this so that Tasks continue to be synced to Google Calender? 

5
J
18 days ago
R
RinCameliaNew Participant
asked in General questions

How do I export the Primary Contact from a Company?

Hi!I’m working on exporting our data from Copper, and I noticed in the Company export, the listed Contact name doesn’t get exported. Is there a way to export this? 

2
R
19 days ago
P
ProACT SamList views beta tester
asked in General questions

Will all Copper Project features be closed at end of 2023.- is there any point developing with them

copper support words state"Copper Projects will sunset end 2023 and new users will not be able to use the Project section."The question i need answering now is :Will all Copper Project features be closed at end of 2023.Is there any point in developing projects and workflows in for our teamusing copper projects 

2
Michelle from Copper
Copper Employee
19 days ago
Z
ZunflazNew Participant
asked in General questions

Problems with lead visualisation

Hi everyone, I’m writing to report a bug. If I search for a copper callsign, it gives me the list of associated callsigns as output. In addition to the actual contact, it also indicates the leads, but those leads cannot be consulted because they have already been converted into contacts. 

1
Michelle from Copper
Copper Employee
19 days ago

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