Harvard-Educated Copper Experts | FT Fast 500

Google-native CRM automation Copper

Copper (formerly ProsperWorks) is the CRM built specifically for Google Workspace users. It lives inside Gmail and Google Calendar, automatically capturing contacts and interactions without manual data entry. For Australian businesses already invested in Google Workspace, Copper provides a seamless CRM experience. Our integration services extend Copper beyond Google, connecting it with your accounting systems, marketing platforms, and industry-specific tools while preserving its effortless Google integration.

13M+

Contacts Managed

Always-On

Google Sync

5min

Avg Setup Time

40%

Less Data Entry

Automate Your Copper Integration View Integration Options

Why Integrate Copper with Your Business Systems?

Zero Data Entry

Copper automatically captures contacts, emails, and calendar events from Google Workspace. Our integrations extend this automation to sync with Xero, Shopify, and other business systems automatically.

Native Google Experience

Copper lives inside Gmail and Google Calendar - no context switching. We build integrations that maintain this seamless experience while connecting external systems.

Relationship Intelligence

Copper tracks every interaction automatically. Our AI integrations analyse these patterns to surface insights like optimal follow-up timing and relationship health scores.

Systems We Connect with Copper

Google Workspace

Xero

QuickBooks

Mailchimp

Shopify

Slack

Asana

Monday.com

Zapier

Make

Plus 100+ more systems - if you use it, we can integrate it with Copper

How Copper Integration Works

Connect Your Systems

We securely connect Copper with your other business applications using official APIs and best practices.

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Copper and your connected systems:


┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│  Google Gmail   │────▶│     Copper      │────▶│      Xero       │
│   (Contacts)    │     │   (CRM Hub)     │     │   (Invoicing)   │
└─────────────────┘     └────────┬────────┘     └─────────────────┘
                                 │
        ┌────────────────────────┼────────────────────────┐
        ▼                        ▼                        ▼
┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│    Mailchimp    │     │     Shopify     │     │      Asana      │
│   (Marketing)   │     │   (E-commerce)  │     │   (Projects)    │
└─────────────────┘     └─────────────────┘     └─────────────────┘

Automatic Capture Flow:
1. Email received in Gmail
2. Copper auto-creates/updates contact
3. Calendar events logged automatically
4. Deal closed → Invoice in Xero
5. Project created in Asana

Common Field Mappings

Source Field	Target Field	Notes
Person.emails	Contact Email	Primary email matching
Company.name	Organization	Company relationship
Opportunity.monetary_value	Deal Value	Pipeline value sync
Person.phone_numbers	Phone	Multiple phone support
Opportunity.pipeline_stage_id	Stage	Sales process tracking
Person.assignee_id	Owner	Sales rep attribution
Custom_Field.value	Custom Field	Custom data sync
Activity.type	Interaction Type	Activity logging

Example API Response

Sample data structure when syncing from Copper:

// Copper Webhook - Opportunity Won
{
  "event": "update",
  "type": "opportunity",
  "ids": [12345678],
  "updated_attributes": ["status"],
  "subscription_id": "sub_abc123",
  "data": {
    "id": 12345678,
    "name": "ABC Corp - Annual Contract",
    "status": "Won",
    "monetary_value": 25000,
    "currency": "AUD",
    "close_date": "2024-01-15",
    "pipeline_id": 123456,
    "pipeline_stage_id": 789012,
    "company_id": 234567,
    "company_name": "ABC Corporation",
    "primary_contact_id": 345678,
    "assignee_id": 456789,
    "custom_fields": [
      {
        "custom_field_definition_id": 111222,
        "value": "Professional"
      }
    ],
    "date_created": 1704067200,
    "date_modified": 1705276800
  }
}

// Person Record
{
  "id": 345678,
  "name": "John Smith",
  "prefix": null,
  "first_name": "John",
  "last_name": "Smith",
  "emails": [
    {"email": "john@abccorp.com", "category": "work"}
  ],
  "phone_numbers": [
    {"number": "+61412345678", "category": "mobile"}
  ],
  "company_id": 234567,
  "company_name": "ABC Corporation",
  "assignee_id": 456789,
  "tags": ["decision-maker", "mid-market"]
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Copper data.

Relationship Intelligence

AI analyses email and calendar patterns to score relationship health. "Communication with ABC Corp has dropped 60% - relationship at risk." Proactive alerts before deals go cold.

Auto-Contact Enrichment

AI enriches Copper contacts with LinkedIn data, company info, and social profiles. Automatically updates job titles and company information as people move.

Email Response AI

AI drafts contextual email responses based on deal stage and relationship history. "Based on this negotiation stage, here is a suggested response..."

Meeting Intelligence

AI analyses calendar patterns to suggest optimal meeting times and automatically prepares meeting briefs from Copper data and recent communications.

Integration Prerequisites

Before starting your Copper integration, ensure you have:

Copper account (any paid tier)
Google Workspace admin access
Copper API key (from Settings > Integrations)
Understanding of your sales pipeline stages
Connected system credentials (Xero, etc.)
Webhook endpoint for real-time sync

Common Issues & Solutions

Contacts not auto-capturing from Gmail

API rate limiting errors

Custom fields not syncing

Webhook not receiving events

Google Calendar events not logging

Real Results from Copper Integration

“Our team lives in Gmail. Copper was the only CRM they actually used because there is nothing to learn. The Xero integration means deals automatically become invoices.”

Digital Agency Co

Marketing, Melbourne, VIC