Copper is a CRM tool that lives natively within G-suite and you can integrate with it via monday.com!
How to add it to your workflow?
Once you click on the Copper integration banner you will find the recipe that the integration offers: When a lead is created in Copper, create an item and sync all future changes from Copper
Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Copper account:
Then you will be asked to log in to your Copper account login credentials, you can find your API key by going to the Settings section in Coppers site > Integrations > API keys> generate API key.
Once you've chosen the recipe inserted your token, you will get to the integration window. This is where you will be able to set up your automation.
After setting your integration, you can select the information mapped to the item:
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]