Copper

copper is a crm designed for google workspace users to manage leads, contacts, and sales pipelines integrating copper with make com allows users to automate lead tracking, contact updates, and sales activity management directly within their workflows this is ai generated content based on official copper documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www copper com/ directly requirements to use the copper app in make, you must have an active copper account and authenticate using oauth 2 0, https //www copper com/ for subscription, refer to the https //www copper com/ connect copper and {{product name}} to get started, you must first create a connection between copper and {{product name}} , allowing the two services to communicate obtain your api key in your copper account create the connection in make obtain your api key in your copper account before you create the connection in {{product name}} , you should first obtain your api key in your copper account to obtain your api key navigate to system settings click api keys click the generate api key button copy the api key displayed in the modal you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer copper com/introduction/authentication html create the connection in {{product name}} https //www make com/en/register , add the copper module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your copper account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page copper modules after connecting to the copper app, you can choose from a list of available modules to build your {{scenario plural lowercase}} convert lead converts a chosen lead into a person record in the system, with the option to also assign an associated company and opportunity create activity creates a new activity record in your account create company creates a new company record in your account create connection use connect fields to establish custom links between records, such as tracking relationships like parent and child companies, referrals between individuals, assignments, managers, investors, and other similar connections create lead creates a new lead record in your crm or sales platform create opportunity creates a new sales opportunity record in your crm system create person creates a new contact record for an individual in your system create project creates a new project within your selected workspace create task creates a new task within your selected project or workspace get activity retrieves detailed information about a specific activity using its activity id get company retrieves detailed information about a specified company using its company id get lead retrieves comprehensive information for a specified lead based on its unique id get opportunity retrieves comprehensive information for a specified opportunity using its unique id get person retrieves detailed information about a specified person using their unique id get project retrieves comprehensive information about a specified project using its project id get task retrieves detailed information about a specific task using its task id get user retrieves detailed information about a specified user based on their user id list activities retrieves a complete list of activities performed on the connected account list companies retrieves a list of all companies associated with your connected account list company's activities retrieves a complete list of activities associated with the specified company list lead's activities retrieves a complete list of activities performed through a specified connected account list leads retrieves a complete list of leads associated with your connected account list opportunities retrieves a list of all sales opportunities associated with the specified connected account list people retrieves a list of all individuals associated with the connected account list person's activities retrieves a complete list of activities associated with the specified person list projects retrieves a list of all projects associated with your connected account list tasks retrieves a complete list of tasks associated with the specified connected account list users retrieves a list of all users associated with the connected account listen for activity events receives notifications whenever an activity is created, deleted, or updated listen for company events receives notifications whenever a company is created, deleted, or updated in the system listen for lead events receives notifications whenever a lead is created, deleted, or updated in your system listen for opportunity events receives notifications whenever an opportunity is created, deleted, or updated in your system listen for person events receives notifications whenever a person is created, deleted, or updated in the system listen for project events receives notifications whenever a project is created, deleted, or updated listen for task events receives notifications whenever a task is created, deleted, or updated in your system relate items links people and opportunities together by establishing a relationship between them relate items (advanced) links leads, people, companies, opportunities, projects, and tasks together by establishing relationships between them remove activity deletes the specified activity using its unique id remove company deletes the specified company identified by its unique id remove lead deletes the lead specified by the provided id from your database remove opportunity deletes the specified opportunity identified by its unique id remove opportunity from person removes an associated opportunity from a specific person's record remove person deletes the person associated with the specified id from the system remove project deletes the project identified by the specified id from your account remove task deletes the task identified by the specified id from your account remove webhook subscription deletes the webhook subscription associated with the specified id update company updates the details of a specified company record update lead updates the details of a specified lead in your system update opportunity updates the details of a specified opportunity in your account update person updates the details of a specified person in your database update project updates the details of a specified project update task updates the details of a specified task view opportunities related to person displays all sales opportunities associated with the person identified by the selected id view records related to person displays all records associated with the person whose unique id you select templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} copper resources you can have access to more resources related to this app on the following links https //community make com/search?q=copper https //www copper com/ https //developer copper com/?version=latest https //www make com/en/integrations/prosperworks