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.
To successfully connect with the Copper integration, a Linked Account or an end-user will need to provide the following to connect:
To understand how a Linked Account can get the above mentioned credentials, refer below.
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
Settings
button in the side menu > Choose Integrations
and select API Keys
.Generate API Key
and copy the API Key
and the Email
present in the Creator field of the API.The Linked Account or end-user now have all the credentials required to connect with Copper.
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
Lead
Opportunity
Person
Others
Company
Lead
Opportunity
Person
Others
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.
To successfully connect with the Copper integration, a Linked Account or an end-user will need to provide the following to connect:
To understand how a Linked Account can get the above mentioned credentials, refer below.
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
Settings
button in the side menu > Choose Integrations
and select API Keys
.Generate API Key
and copy the API Key
and the Email
present in the Creator field of the API.The Linked Account or end-user now have all the credentials required to connect with Copper.
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
Lead
Opportunity
Person
Others
Company
Lead
Opportunity
Person
Others