What do you want to automate with Copper?
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Overview#
Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
copper: {
type: "app",
app: "copper",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prosperworks.com/developer_api/v1/account`,
headers: {
"X-PW-AccessToken": `${this.copper.$auth.api_key}`,
"X-PW-Application": `developer_api`,
"X-PW-UserEmail": `${this.copper.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
Example Use Cases#
Lead Entry Automation: Automatically add new leads captured from a Google Form into Copper as contacts. Use Pipedream to listen for form submissions, then create or update contacts in Copper accordingly. This removes manual data entry and ensures your CRM is always up-to-date with the latest leads.
Deal Won Notification: Set up a notification system that alerts your team via Slack whenever a deal is marked as won in Copper. This workflow would use Pipedream to monitor changes in deal status and post a celebratory message to a designated Slack channel, keeping everyone in the loop and fostering a culture of success.
Support Ticket Integration: Integrate Copper with a helpdesk tool like Zendesk. When a support ticket is resolved, use Pipedream to check the customer's details in Copper and update the opportunity or contact record with the latest interaction details. This ensures your sales team has context on any support issues that have been addressed, potentially aiding in future sales or retention efforts.
Popular Copper Triggers#
Popular Copper Actions#
Relates an existing project with an existing CRM object. See the documentation
Creates a new person or updates an existing one based on email address. See the documentation
Creates a new project or updates an existing one based on the project name. See the documentation
Authentication#
Name Slug: copperCopper uses API keys for authentication. When you connect your Copper account, Pipedream securely stores the keys so you can easily authenticate to Copper APIs in both code and no-code steps.
All Copper API calls must include an api_key, which can be generated at System settings > API Keys and email, which is the email address of the token owner.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies