Manage customer relationships and sales with Copper CRM
The Copper CRM integration enables you to manage your complete customer relationship workflow including leads, people, companies, opportunities, projects, tasks, and activities. You can create new records, update existing information, search across all record types, and manage custom fields. This integration is perfect for teams looking to streamline their sales processes and maintain organized customer data with full CRUD operations across all Copper CRM entities.
Required:
action
- The operation you want to perform (create, update, get, search, delete)record_type
- The type of record (leads, people, companies, opportunities, projects, tasks, activities)Optional:
custom_fields
- Custom field values for your organizationsort_by
- Field to sort search results byCreate a new record in Copper CRM
Parameters:
record_type
(required) - Type of record to create (leads, people, companies, opportunities, projects, tasks, activities)name
(required) - Name of the recordemail
(optional) - Email address with category (work, personal, etc.)phone_numbers
(optional) - Array of phone numbers with categoriesaddress
(optional) - Physical address detailscustomer_source_id
(optional) - Source tracking IDcustom_fields
(optional) - Array of custom field valuesExample:
Response:
Update an existing record in Copper CRM
Parameters:
record_type
(required) - Type of record to updateid
(required) - The unique ID of the recordname
(optional) - Updated namephone_numbers
(optional) - Updated phone numbersemail
(optional) - Updated emailcustom_fields
(optional) - Updated custom field valuesExample:
Response:
Retrieve a specific record using its unique ID
Parameters:
record_type
(required) - Type of record to retrieveid
(required) - The unique ID of the recordExample:
Response:
Search for records based on various criteria
Parameters:
record_type
(required) - Type of records to searchname
(optional) - Name to search forpage_size
(optional) - Number of results per page (default: 25)sort_by
(optional) - Field to sort bycustom_fields
(optional) - Search by custom field valuesExample:
Response:
Delete a specific record from Copper CRM
Parameters:
record_type
(required) - Type of record to deleteid
(required) - The unique ID of the recordExample:
Response:
Search for records using custom field filters
Parameters:
record_type
(required) - Type of records to searchcustom_field_id
(required) - Custom field definition IDcustom_field_value
(required) - Value to search forExample:
Response:
Copper CRM uses Unix timestamps for date fields. Phone numbers and emails can have categories such as work, personal, or mobile. Custom fields require the custom_field_definition_id which is specific to your Copper instance. The record_type parameter accepts leads, people, companies, opportunities, projects, tasks, or activities. When creating or updating records with addresses, all address fields (street, city, state, postal_code, country) should be provided together.