Copper
Connect
Connect with the Linked Account’s Copper CRM account.
Copper is an API Key based integration and does not require the setup of an app.
Required Credentials of a Linked Account
To successfully connect with the Copper integration, a Linked Account or an end-user will need to provide the following to connect:
- API Key
- Email Address
To understand how a Linked Account can get the above mentioned credentials, refer below.
Getting Credentials of Copper
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
- Log in to your Copper account.
- Click on the
Settingsbutton in the side menu > ChooseIntegrationsand selectAPI Keys.
- Click on
Generate API Keyand copy theAPI Keyand theEmailpresent in the Creator field of the API.
The Linked Account or end-user now have all the credentials required to connect with Copper.
Actions and triggers
In Cobalt, you can create orchestrations of your use-cases using Copper actions and triggers. Following are the set of Copper actions and triggers supported by Cobalt.
- Company Created - Triggers when a company is created in Copper.
- Company Updated - Triggers when a company is updated in Copper.
- Lead Created - Triggers when a lead is created in Copper.
- Lead Updated - Triggers when a lead is updated in Copper.
- Opportunity Created - Triggers when an opportunity is created in Copper.
- Opportunity Updated - Triggers when an opportunity is updated in Copper.
- Person Created - Triggers when a person is created in Copper.
- Person Updated - Triggers when a person is updated in Copper.