Copper CRM
Let Google Workspace teams pull leads, contacts, and opportunity data from Copper directly into chat conversations.
5 min read
Updated February 2026
Overview
Teams that run Copper alongside Gmail and Google Calendar love the tight integration — but when a prospect messages your chatbot, there's still no way to pull CRM context into that conversation automatically. Reps end up searching Copper in a separate tab while the customer waits.
The Copper integration gives your AI agent access to leads, people, opportunities, and tasks. Conversations move faster because the data your team needs is surfaced right where the conversation happens.
When to Enable This
- Your team already uses Copper as their primary CRM within Google Workspace
- Prospects ask about the status of proposals or follow-ups via chat
- You want the AI to check open tasks before routing a conversation to a specific rep
Available Actions
| Action | Description |
|---|---|
| Get Lead | Retrieve lead details including status, source, and assignee |
| Get Person | Look up a person's contact info, company, and interaction history |
| Get Opportunity | Check opportunity value, pipeline stage, and close date |
| List Tasks | Show open tasks linked to a lead, person, or opportunity |
Prerequisites
Before connecting Copper, make sure you have:
- A Copper CRM account on a plan that includes API access
- Your Copper account email address
- An API key generated from Copper settings
Setup Instructions
Step 1: Generate Your API Key
- Log in to Copper
- Go to Settings → Integrations → API Keys
- Click Generate API Key
- Copy the key and note the email address associated with your account
Step 2: Enable in ChatSpark
- In ChatSpark, go to AI Actions
- Find Copper in the Library and click Enable
- Select the chatbot(s) that should have access
- Enter your API Key and Email
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| API Key | Your Copper API key | abcd1234efgh5678... |
| The email address linked to your Copper account | you@company.com |
Testing Your Integration
After setup, open your chatbot widget and try these realistic queries:
- Ask: “What's the status of the lead from Greenfield Partners?”
- The AI should return lead details including assignee and status from Copper
More test phrases:
- “Pull up the contact info for Alex at Meridian Corp”
- “Where does the Lakeside opportunity stand?”
- “Are there any open tasks for the Pinnacle deal?”
Troubleshooting
Authentication failed
Copper requires both the API key and email. Verify that you entered the exact email address used to log in to Copper. A mismatch will return a 401.
Record not found
Copper lookups search by name. If results are empty, check that the record exists in Copper and try using the full name as it appears in the CRM.
API rate limits
Copper enforces rate limits based on your plan tier. If you experience intermittent errors during high traffic, allow a few seconds between requests.