Copper

Create Copper

SETTING UP COPPER

  • Select the COPPER from list of service
  • Type your API key in a text field
  • Type your Email Id that you used in copper
  • Click "CONNECT WITH COPPER" for connect with copper app
  • The new window will open

API key

You can generate your API key under Settings

Copper Email

Enter the email Id that you are using in Copper

Configuration setup

SERVICE NAME

  • Service Name is the name provided by you for your service
  • Enter the Service Name

INFORMATIONS

  • Show matching people will show the contact if the sender is match in copper

ACTIONS

  • Create people action will create a people of sender in copper
  • Create lead action will create a lead of sender
  • Create opportunity will create a opportunity in copper
  • Create project will create a project in copper


  • Click save to save the configuration

INFO CARDS

Show matching people

  • show matching people will show the people information if the sender is exist in the copper
  • you can click on the contact and it will open the people in copper

DO ACTIONS BY USING SERVICE

Create people to copper

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Copper

Clicking on Service create project will open the following fields

              • First Name
              • Last Name
              • Email type
              • Email
              • Phone Number
              • City
              • State

click on create contact

create lead to copper

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Copper

Clicking on Service create lead will open the following fields

              • First Name
              • Last Name
              • Email type
              • Email
              • Phone Number
              • City
              • State
              • Description


click on create lead

create opportunity to copper

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Copper

Clicking on Service create opportunity will open the following fields

              • subject as opportunity name
              • content as description


click on create opportunity

create project to copper

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Copper

Clicking on Service create project will open the following fields

              • subject as project name
              • project status(drop down)
              • content as description


click on create Project