How to Connect Copper as Data Destination
The integration will allow you to automatically send leads, contacts, company, and possibility to Copper based on data from other systems. For example, you can transfer leads from your website, landing page, or Google Sheets to Copper and process them in one place. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time.
Let's go through the entire Copper setup step together!
Navigation:
1. What will the integration with Copper do?
2. How to connect Copper account to ApiX-Drive?
3. How to set up data transfer to Copper in the selected action?
4. An example of the data that will be sent to your Copper.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Copper as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, Copper must be specified.
Next, you need to specify an action, for example, "Create LEAD".
- Create LEAD - ApiX-Drive will create a new lead in Copper based on the data from the Data Source.
- Create CONTACT - ApiX-Drive will create a new contact in Copper based on the data from the Data Source.
- Create COMPANY - ApiX-Drive will create a new company in Copper based on the data from the Data Source.
- Create POSSIBILITY - ApiX-Drive will create a new possibility in Copper based on the data from the Data Source.
- Change POSSIBILITY - ApiX-Drive will be chenged the possibility in Copper based on the data from the Data Source.
The next step is to select the Copper account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Next, you need to enter the values, where:
- E-mail - e-mail of your Copper account
- API Key - API Key in Copper
The page will then reload with the saved account automatically selected.
If this does not happen, select the created account in the list.
Go to "Settings" of your account. After that, go to the "Integrations" tab, copy your API Key and paste it into the appropriate field in the ApiX-Drive account.
Now you need to assign variables from the Data Source to the Copper fields you need.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Copper" and go to your Copper to check the result.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next".
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Copper as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!