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Help Others

coleNew Participant

Exporting Activities Broken

I was attempting to follow this Support Page, and the critical “import data” button is missing from the Copper Add-On Menu. See attached photo showing Copper Add-On dropdown with “Get Activities” but no “import data” option. Please help.

Zack GatesNew Participant

Match Opportunities With People - Help Article Not Up-to-date

Hello, I am trying to match up my Opportunities to my People using this workaround: https://support.copper.com/hc/en-us/articles/115002803763-Add-a-Copper-ID-to-the-People-record to create a merge-able set of data that I can merge and migrate elsewhere.The problem is, it is out of date. There is no “ProsperWorks ID” as indicated in Step 7.We need to move forward with our migration. Any help would be greatly appreciated.

mrsethwilsonEngaged User

Ask a Question or Share an Idea

Best practices for handling leads

I currently have 649 “Leads,” most of which have been static for quite a while due to not being sure what to do with them.What does “convert lead” mean?Some of these “leads” are existing “People” and I don’t want to add duplicates.Does “convert lead” just update an existing record or does it add a duplicate person? Are there any tips on how users typically utilize this feature?I would like to have my SDR review the leads and work to clear them out but didn’t know about how that affects the People as described above. Additionally, we would like to assign the lead but not all of the sales team has access to the Leads section so we can’t assume them because they can’t view them, Any ideas would be appreciated!

CecilieEngaged User

General questions

Email updates based on People filters

I have a filter that I check weekly (I monitor if any “Current Clients” haven’t heard from us in over seven days). Is there any way I can get a weekly email update based on a filter? (so I can automate my check-in).

explorer89New Participant

General questions

People Contacts - Manage Visibility

Hi there - For quick context: there are a total of six users, each of us have admin privileges. We have been using Copper for some time to track our BD conversations. All six of us need to be able to have complete visibility over these. We would also like to use Copper for our investor conversations. Only three of us should have complete visibility over these. How do we go about doing this? Could we schedule a short demo to go through?

wcavinawNew Participant

Integrations, Zapier & API

Webhook deleted record data not available

Hi We are moving from salesforce to copper and using copper webhooks to sync CRM data to our client application. We have an issue with delete notifications. The delete notification does not include anything other than the copper “people” id reference. Once a person is deleted and the event goes off to our other system, the id no longer points to a record and we are unable to find data that can identify the contact in our system (we are not using copper id’s in our system). Unless I’ve missed something, it’s not possible to know what record has actually been deleted. This forces us to iterate over all “people” in the copper api until we discover what’s missing compared to the users in our app.Is there a way to get additional data besides the id? Perhaps through a setting?If not, I feel very strongly that a delete notification should include the record data that is being deleted, e.g. the field values should be present in the updated_attributes field for the webhook.ThanksWalter

BritBoyNew Participant

General questions

Google contacts only partially syncing

Hello everyone, I signed up for Copper today. I had issues importing my Google contacts. I've tried reverting and syncing several times w/o success. Now, when I try to sync my Google contacts, less than 1/3 of them are syncing to Copper, and I have no idea what to do. Can anyone help? Thanks in advance

ProACT SamList views beta tester

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

A

Melanie from CopperSenior Customer Marketing Manager

💖 Customer corner

Meet Silicon Foundry: They’re using these 4 key Copper features to grow their network

Hey Copper community 👋 Looking for the inside scoop on how other Copper customers are using the platform? We’ve got you covered in this hot-off-the-press blog post featuring Silicon Foundry 🔥 Since 2018, they’ve been using Copper to keep track of their large network of business contacts across two main segments: multinational corporations and suppliers. The magic of Copper ✨ comes to life for this consulting firm as team members access contact history to keep important conversations moving forward and facilitate connections between multinational corporations and emerging tech companies for mutually beneficial partnerships. We were lucky enough to get a behind-the-scenes look at how their team works with their top four favorite features in Copper, including: Sales pipelines: Customizing pipelines for their unique business development process has been a huge win. Silicon Foundry has created two core pipelines to manage their main business relationships: New Business and Renewals (we sh

christyatveloxNew Participant

Workflow automation

Automated Tasks + Tags

I am setting up task automation, the opportunity owner is usually an Account Executive and we tag SDRs to the opportunities. When creating task automation, if I tag one of my SDRs would they be notified--I guess what I’m really asking is what is the point of having tags at the bottom of the task automation set up?

Platform Q&A

Your source for all your Copper questions and platform knowledge

General questions

General questions

510 topics
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Workflow automation

Workflow automation

125 topics
317 Replies

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Integrations, Zapier & API

155 topics
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Marketing Tools

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Community Feedback

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CRM Best Practices

Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.

Ask a Question or Share an Idea

Ask a Question or Share an Idea

43 topics
88 Replies

coleNew Participant

Exporting Activities Broken

I was attempting to follow this Support Page, and the critical “import data” button is missing from the Copper Add-On Menu. See attached photo showing Copper Add-On dropdown with “Get Activities” but no “import data” option. Please help.

Zack GatesNew Participant

Match Opportunities With People - Help Article Not Up-to-date

Hello, I am trying to match up my Opportunities to my People using this workaround: https://support.copper.com/hc/en-us/articles/115002803763-Add-a-Copper-ID-to-the-People-record to create a merge-able set of data that I can merge and migrate elsewhere.The problem is, it is out of date. There is no “ProsperWorks ID” as indicated in Step 7.We need to move forward with our migration. Any help would be greatly appreciated.

mrsethwilsonEngaged User

Ask a Question or Share an Idea

Best practices for handling leads

I currently have 649 “Leads,” most of which have been static for quite a while due to not being sure what to do with them.What does “convert lead” mean?Some of these “leads” are existing “People” and I don’t want to add duplicates.Does “convert lead” just update an existing record or does it add a duplicate person? Are there any tips on how users typically utilize this feature?I would like to have my SDR review the leads and work to clear them out but didn’t know about how that affects the People as described above. Additionally, we would like to assign the lead but not all of the sales team has access to the Leads section so we can’t assume them because they can’t view them, Any ideas would be appreciated!

CecilieEngaged User

General questions

Email updates based on People filters

I have a filter that I check weekly (I monitor if any “Current Clients” haven’t heard from us in over seven days). Is there any way I can get a weekly email update based on a filter? (so I can automate my check-in).

explorer89New Participant

General questions

People Contacts - Manage Visibility

Hi there - For quick context: there are a total of six users, each of us have admin privileges. We have been using Copper for some time to track our BD conversations. All six of us need to be able to have complete visibility over these. We would also like to use Copper for our investor conversations. Only three of us should have complete visibility over these. How do we go about doing this? Could we schedule a short demo to go through?

wcavinawNew Participant

Integrations, Zapier & API

Webhook deleted record data not available

Hi We are moving from salesforce to copper and using copper webhooks to sync CRM data to our client application. We have an issue with delete notifications. The delete notification does not include anything other than the copper “people” id reference. Once a person is deleted and the event goes off to our other system, the id no longer points to a record and we are unable to find data that can identify the contact in our system (we are not using copper id’s in our system). Unless I’ve missed something, it’s not possible to know what record has actually been deleted. This forces us to iterate over all “people” in the copper api until we discover what’s missing compared to the users in our app.Is there a way to get additional data besides the id? Perhaps through a setting?If not, I feel very strongly that a delete notification should include the record data that is being deleted, e.g. the field values should be present in the updated_attributes field for the webhook.ThanksWalter

BritBoyNew Participant

General questions

Google contacts only partially syncing

Hello everyone, I signed up for Copper today. I had issues importing my Google contacts. I've tried reverting and syncing several times w/o success. Now, when I try to sync my Google contacts, less than 1/3 of them are syncing to Copper, and I have no idea what to do. Can anyone help? Thanks in advance

christyatveloxNew Participant

Workflow automation

Automated Tasks + Tags

I am setting up task automation, the opportunity owner is usually an Account Executive and we tag SDRs to the opportunities. When creating task automation, if I tag one of my SDRs would they be notified--I guess what I’m really asking is what is the point of having tags at the bottom of the task automation set up?

JoeG1970New Participant

General questions

Opportunity hidden

Is there a feature that hides the opportunity through permissions? We had one created which was linked to the individual but now we cant find it.

Rise Up LightsNew Participant

Workflow automation

Task Automation - Opportunity is Created [Only in Pipeline]

Is there a way to make a list of task automations when an opportunity is created, but ONLY in a certain pipeline?Here’s why I need this.I have several pipelines and other automations built for opportunities to be created in these pipelines when certain triggers happen. But every time one of these automations is triggered, it creates my original list of task automations that aren’t relevant any longer to the opportunities that are now being created. The solutions of creating workflow automation instead of a task automation isn’t a good one because I need notes and directions in the tasks for others to know what to do.Any help appreciated.

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