Copper CRM Integration

If your team uses Copper to manage contacts and deals, this keeps your records updated without manual work.

When SalesPartner talks to a lead, it logs an activity directly on the matching Copper person record. Your team sees the full conversation history without leaving Copper.

What you get:

• No manual entry — Activity appears in Copper after every interaction
• Full history — Messages, appointments, and status changes all logged
• Team visibility — Everyone sees the latest activity on each contact
• Works with Google Workspace — Copper's native environment, no friction

This requires a Copper Professional or Business plan.

Only Copper admins can generate API keys. Here's how:

1. Log in to Copper as an admin
2. Click your profile picture in the top-right corner
3. Select Settings
4. In the left menu, click Integrations
5. Click API Keys
6. Click Create New Key
7. Give it a name — something like "SalesPartner"
8. Copy the key

Important: You'll also need the email address of the Copper user who generated the key. SalesPartner needs both the API key and that email address to authenticate.

If you're not a Copper admin, ask your admin to create the key and share both the key and their email with you.

Once you have the API key and admin email:

1. Open the SalesPartner app
2. Go to Settings → Integrations
3. Find the Copper section
4. Toggle the switch to Enable
5. Paste the API key in the first field
6. Enter the admin email address in the second field
7. Click Test Connection

If the test succeeds, you'll see your Copper account name. You're connected.

From this point, SalesPartner will log activity on your Copper person records automatically.

SalesPartner adds an activity to the person's Copper record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each activity is timestamped and includes the relevant details.

Note: The contact must already exist in Copper as a person, matched by email address. If SalesPartner can't find a matching person, nothing logs. Make sure leads are in Copper before conversations start.

Activity not showing up in Copper?

1. Integration enabled? — Go to Settings → Integrations and confirm the toggle is on.

1. Both fields filled in? — Copper requires both an API key and the email address of the admin who created the key. Make sure both are entered.

1. Email matches the key creator? — The email must be the exact address of the Copper admin who generated the API key. If someone else created the key, use their email.

1. Contact exists? — SalesPartner matches contacts by email. If the lead's email isn't in Copper, nothing logs.

1. On a Professional or Business plan? — API access requires Copper Professional or Business. Trial accounts and the basic tier don't include it.

Still stuck? Contact support with your Copper account domain and the time you expected activity to log. We can check the logs.