Embedded Files
Create 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
API key
You can generate your API key under Settings
Copper Email
Copper Email
Enter the email Id that you are using in Copper
Configuration setup
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
INFO CARDS
Show matching people
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
DO ACTIONS BY USING SERVICE
Create people to copper
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
- Phone Number
- City
- State
click on create contact
create lead to copper
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
- Phone Number
- City
- State
- Description
click on create lead
create opportunity to copper
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
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
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