CRM and Sales tools
Copper
2min
With Copper modules in Make, you can
- create, list, retrieve, and remove activities, and listen for activity events
- list and retrieve users
- create, convert, update, retrieve, list, and remove leads, listen for lead events, and list lead's activities
- create, update, retrieve, and list people, listen for person events, list a person's activities, view opportunities related to a person, view records related to a person, relate items, remove opportunities from a person and remove persons
- listen for company events, create, update, retrieve, and list companies, list company's activities, and remove a company
- listen for opportunity events, create, update, retrieve, list, and remove opportunities
- listen for project events, create, update, retrieve, list, and remove projects
- listen for tasks events, create, update, retrieve, list, and remove tasks
- create connections, remove webhook subscriptions, and relate items
To get started with Copper, create an account at www.copper.com.
To connect Copper app, you need to obtain the API key and Email from your Copper account and insert them in the Copper module.
- Log in to your Copper account.
Click Settings > Integrations > API Keys > Generate API KEY.
Copy the email address and API key to a safe place.
- In your Make account, insert any Copper module in to and click the Add button next to the Connection field.
- Optional: In the Connection name field, enter a name for the connection.
In the API Key and E-mail Address fields, enter the details copied in step 3 and click Save.
You have successfully established the connection. You can now begin editing your and adding more Copper modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.