🟤 Copper CRM

Copper CRM integration — manage people, companies, opportunities, projects, tasks, and activities via the Copper REST API.

Features

• People management — contacts with full CRUD and search
• Company tracking — organizations, details, relationships
• Opportunity pipeline — deals, stages, values, win rates
• Project management — track projects with stages and tasks
• Task management — create, assign, complete tasks
• Activity logging — calls, meetings, notes on any record
• Relationship mapping — see connections between records
• Search across all entity types
• Custom fields — read and write custom field values
• Pipeline reports — value, velocity, conversion metrics

Requirements