How to Get Started with Copper on Zapier

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About Copper’s Integration

  • Admin/owner permissions - You must be an Admin or Account Owner to access the Integrations page in Copper.
  • Paid/versioned account - Any version of a Copper account can be used with the Copper integration.
  • Custom field support - All custom fields are supported.

Connecting with Copper

When you start creating a Copper Zap, you will be asked to connect your Copper account.

Click to connect  Copper

When you click connect, you will then be asked to enter your Copper Email and Token.

Copper username and password

If those steps were correct, you'll get sent back to your Zap where you will now have your Copper account successfully connected!

 Copper connection successfull

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