Copper

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Google Workspace CRM that syncs Gmail and Calendar into contacts, deals and pipelines for small sales teams.
SummaryFeaturesPricingCompetitors19How to use

Copper API

Sign in
both. API key or OAuth 2.0Source

Checked on 2026-10-10 in the developer documentation.

How to automate Copper

Native integrations

Connect the Google apps first, then add the tools your sales process touches: LinkedIn, Slack, PandaDoc, Docusign and QuickBooks are on the integrations page. A good first rule: when a deal moves to the proposal stage, create a task and send the proposal template from PandaDoc.

API and webhooks

Copper has a public developer API with OAuth 2.0, search, webhooks and embedded apps. Use the webhooks to send a message to Slack when an opportunity is won, or pull pipeline data into Google Sheets for a weekly report.

No-code automation

The help centre documents a Zapier integration. A simple flow: new form submission in, new person record out, with a task for the owner. Check which Copper actions your plan includes before you build.

Built-in automation

Task automation is on Basic and workflow automation starts on Professional. Use it for the repeatable follow-up, such as creating a task when an opportunity has been inactive for a set number of days.