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iPaaS.com <> Copper CRM: Background

Learn about the Copper CRM integration and what it supports.

Introduction to Copper CRM

Copper is a CRM built exclusively for Google Workspace users, designed to manage contacts, pipelines, and relationships without leaving the tools your team already uses.

  • Used by SMBs and professional services firms heavily invested in the Google ecosystem

  • Popular with sales and account management teams that live in Gmail and Google Calendar

  • Connecting Copper to iPaaS.com keeps customer and transaction data in sync with your Ecommerce, POS and ERP systems, so your sales team always has accurate account information

API Version Support

The integration uses the Copper CRM Developer API v1 (the developer_api/v1 path), served under the base address https://api.copper.com. Copper does not publish a dated or otherwise versioned API scheme beyond this path, so the integration is built against Copper's documented production endpoints. See the Copper CRM Connections and Settings and Copper CRM API Endpoints articles for details.

Data Flows

The table below summarizes the data the integration can move between iPaaS.com and Copper, and in which direction. Arrows show the direction of transfer:

  • iPaaS.com writes the data to Copper

  • iPaaS.com reads the data from Copper

  • the data can move in both directions

Allow Initialization? indicates whether that data can be bulk-loaded from Copper when a subscription first connects. Whether a given flow is enabled, and in which direction, is configured per subscription during implementation.

iPaaS.com

Direction

Copper

Allow Initialization?

Customer

Person

Transaction

Activity

People carry their address fields. Transactions are logged to Copper as activities.

Versions and Release Notes

The integration follows its own version numbers. The current version is 1.0.

Version

Release Notes

1.0 (current)

Bi-directional synchronization of Copper People (with their addresses), and writing of transactions to Copper as activities.

Features by Release

The capabilities below reflect the current 1.0 integration. For the current behavior and any limitations of a given feature, see the linked reference articles and the Copper CRM Integration Known Limitations article.

Version 1.0 (current) - People and activity synchronization

Related Documents

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