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Copper

Google Workspace native CRM for managing relationships and sales.

Integrate with Copper CRM to manage your sales pipeline directly from Gmail and Google Workspace. Copper provides seamless contact management, deal tracking, and task automation with deep Google integration. Perfect for teams already using Google Workspace who want native CRM functionality with OAuth 2.0 authentication.

Toolscopper

Usage

01Add the block to your workflow and connect it to the upstream step.
02Connect the required credentials or OAuth provider before running.
03Fill in required inputs and optional parameters for the run.
04Run a test execution, inspect outputs, and iterate before deploying.
05Deploy the copper block with monitoring enabled in production.

Inputs (UI)

Copper Account

oauth-input

Placeholder: Select Copper account

Layout: full

Provider: copper

Operation

dropdown

Layout: full

Options: List People, Get Person, Create Person, Update Person

Person ID

short-input

Placeholder: Enter person ID

Layout: full

Condition: operation = ["get_person","update_person"]

Opportunity ID

short-input

Placeholder: Enter opportunity ID

Layout: full

Condition: operation = ["get_opportunity","update_opportunity"]

Name

short-input

Placeholder: John Doe

Layout: full

Condition: operation = ["create_person","update_person"]

Email

short-input

Placeholder: john@example.com

Layout: half

Condition: operation = ["create_person","update_person"]

Phone

short-input

Placeholder: +1234567890

Layout: half

Condition: operation = ["create_person","update_person"]

Company Name

short-input

Placeholder: Acme Corporation

Layout: full

Condition: operation = "create_company"

Opportunity Name

short-input

Placeholder: Q1 Enterprise Deal

Layout: full

Condition: operation = ["create_opportunity","update_opportunity"]

Monetary Value

short-input

Placeholder: 50000

Layout: half

Condition: operation = ["create_opportunity","update_opportunity"]

Pipeline Stage ID

short-input

Placeholder: Enter stage ID

Layout: half

Condition: operation = ["create_opportunity","update_opportunity"]

Custom Fields (JSON)

code

Placeholder: {"custom_field_1": "value1"}

Layout: full

Condition: operation = ["create_person","update_person","create_opportunity","update_opportunity"]

Inputs (API)

credential

string

Required

operation

string

Required

personId

string

Optional

opportunityId

string

Optional

name

string

Optional

email

string

Optional

phone

string

Optional

companyName

string

Optional

opportunityName

string

Optional

monetaryValue

number

Optional

pipelineStageId

string

Optional

customFields

json

Optional

Outputs

Primary response type:

{
  "data": "json"
}

Tool Access

copper_api