Copper connector references

Overview

Copper helps you manage customer relationships efficiently. This connector enables you to better manage leads, track emails, automate tasks, and collaborate with your team.

Meta information

Connector	Copper
Authentication type	API key
API version	v1
Data centers	US, EU, IN, AU, CN, JP, CA, and SA
Applicable for	C5, C6
Website	https://www.copper.com
Privacy policy	https://www.copper.com/privacy
API documentation	https://developer.copper.com/
Categories	CRM and contact management

Modules & actions

Module	Action	Description
Activity	Create Activity	To create a new activity
		Get Activity	To fetch an activity by ID
		Get All Activities	To get the list of all activities
		Update Activity	To update details of an existing activity
Company	Create Company	To create a company
		Get Company	To fetch a company by ID
		Get All Companies	To get the list of all companies
		Update Company	To update details of an existing company
Lead	Create Lead	To create a lead
		Get All Leads	To get the list of all leads
		Get Lead	To fetch a lead by ID
		Update Lead	To update details of an existing lead
Opportunity	Create Opportunity	To create an opportunity
		Get Opportunity	To fetch an opportunity by ID
		Get All Opportunities	To get the list of all opportunities
		Update Opportunity	To update details of an existing opportunity
People	Create Person	To create a person
		Get Person	To fetch a person by ID
		Get All People	To get the list of all persons
		Update Person	To update details of an existing person
Task	Create Task	To create a task
		Get All Tasks	To get the list of all tasks
		Get Task	To fetch a task by ID
		Update Task	To update details of an existing task

Where this connector can be used

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:

Task	Description
invokeURL	The Deluge invokeURL task can be used to access all Copper APIs. For complete information on the APIs, visit the Copper API doc.

Data sources

However, for integration forms and fields, only selected resources can be used. The table below indicates which modules within Copper support the creation of various components, such as integration forms, reports, and more, in Creator.

Module	Integration field	Integration form	Integration report
Activity	✗	✓	✗
Company	✗	✓	✗
Lead	✗	✓	✗
Opportunity	✗	✓	✗
People	✗	✓	✗
Task	✗	✓	✗

Access your files securely from anywhere

Zoho CRM Training Programs

Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

Redefine the way you work

with Zoho Workplace

Start your free trial

Zoho DataPrep Personalized Demo

If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

Create, share, and deliver

beautiful slides from anywhere.

Get Started Now

Zoho Sign now offers specialized one-on-one training for both administrators and developers.

BOOK A SESSION

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Zoho Pagesense Resources

You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Zoho Sheet Resources

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Forms Resources

Secure your business

communication with Zoho Mail

Get started

Mail on the move with

Zoho Mail mobile application

Go Mobile

Stay on top of your schedule

at all times

Get started

Carry your calendar with you

Anytime, anywhere

Get started

Latest Announcements

New to Zoho Sign?

Zoho Sign Resources

Sign, Paperless!

Sign and send business documents on the go!

Get Started Now

Zoho SalesIQ Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Connect with us

New to Zoho ZeptoMail?

LEARN MORE

Latest Feature Updates

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho DataPrep Demo

Get a personalized demo or POC

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

New to Zoho Workerly?

Access Zoho Workerly

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho CRM?

Signup Now

Access Zoho CRM

Latest Feature Updates

New to Zoho Projects?

Access Zoho Projects

New to Zoho Sprints?

Access Zoho Sprints

New to Zoho Assist?

Access Zoho Assist

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Related Articles
OpenAI connector references
Overview OpenAI is a powerful platform for building AI products. It allows you to use their generative GPT models in Zoho Creator to perform various tasks. Meta information Connector OpenAI Authentication type Bearer token API documentation ...
Moosend connector references
Overview Moosend helps streamline your email marketing campaigns. This connector allows you to create, send, and manage email campaigns and engage with your audience more effectively. Meta information Connector Moosend Authentication type API key API ...
Hoiio connector references
Overview Hoiio is a cloud-based communication platform that offers voice, SMS, fax, and virtual number services. This connector helps you perform various actions in Hoiio. Meta information Connector Hoiio Authentication type Basic auth Data centers ...
ActiveTrail connector references
Overview ActiveTrail elevates your marketing automation with powerful email marketing solutions, enabling organizations to maintain strong and ongoing relationships with their customers. This connector allows you to manage subscriber lists from Zoho ...
Twilio connector references
Overview Twilio is a cloud communications platform that enables you to send and receive messages, make and receive calls, and integrate various communication channels seamlessly. This connector helps you perform a range of actions in Twilio. Meta ...