Copper CRM

A guide on how to integrate your Copper CRM account with Plecto.

Last updated: Aug. 23, 2022

With our integration to Copper CRM, you can import the following data types to Plecto:

  • Activities
  • Leads
  • Opportunities
  • People
  • Tasks

Please visit our Copper CRM integration page to see the technical details on the available data types, such as the update frequency, custom field support, and more.

To connect your Copper CRM system to Plecto, you need to provide an API key. All Copper admin users can generate API keys in Copper CRM and use them to integrate the data from their accounts with other applications.

To generate an API key from Copper, do the following:

  1. Open Copper and go to Settings > Integrations > API Keys.
  2. Click the Generate API Key button.
  3. Copy the API key. You will have to use it when creating a new Copper CRM data source in Plecto.

For more detailed information, read Copper's help guide on how to find your API key.

  1. Go to Data management > Data sources > + New data source > Copper CRM.
  2. Enter the email address you use to log in to your Copper CRM account.
  3. Add the API key you generated in Copper.
  4. Click Next to continue.
  5. Select the data types you want to import. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can also change the data source settings later once the data source has been created.
  6. Click Next to finish and import your data.

You have now connected your Copper CRM data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

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