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Copper CRM Integrations

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Copper CRM Integration: The Best Way to Automate Your WordPress Workflow

Copper CRM Integrations: Copper is a customer relationship management (CRM) platform built for businesses that use Google Workspace. Our flexible CRM software was designed to be easy to launch and use, whether it’s your first time using CRM or you’re an expert. Relationship-oriented organizations love Copper because it’s customizable to their unique sales and customer journeys. Learn more about our CRM software company history

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Copper CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Copper CRM.

Copper CRM Integration Tutorials

Available Actions

  • Create Company: Choosing the “Create Company” option will Create a Company in Copper CRM.
  • Create Person: Choosing the “Create Person” option will Create a Person in Copper CRM.
  • Create Opportunity: Choosing the “Create Opportunity” option will Create a Opportunity in Copper CRM.
  • Create Task: Choosing the “Create Task” option will Create a Task in Copper CRM.

Authorization of Copper CRM Integration

First you have to select the Copper CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Copper CRM from the action page.

Copper CRM Integrations

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Copper CRM integrations name

To get your Copper CRM API Email & API Key, follow these steps:

  • Go to your Copper CRM dashboard.
  • On the left sidebar, click the “Settings” icon.
  • In the “Settings” menu, click “Integrations“.
  • Click “API Keys“.
  • Click the “Generate API Key” button.
  • Your “API Email & API Key” will be displayed.
  • Copy the “API Email & API Key” and paste them into the integrations page.
Copper CRM dashboard
Copper CRM generate API Keys
Copper CRM Email and API Key
Copper CRM Email and API Key authorize

Once you have successfully entered your Copper CRM API Email & API Key, click “Authorize” to proceed. Then click Next.

Copper CRM authorization

Select Action: Select an Action (Create Person) from the drop-down option.

Copper CRM select an action

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Copper CRM. The “Name” field is the default field in Copper CRM, so you will need to map your form’s “Name” field to this field in Copper CRM.

Copper CRM field mapping

Actions

Add Owner: You can assign an owner by enabling this action.

Copper CRM action - add owner

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Copper CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Copper CRM integration finish and save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Copper CRM timeline
Copper CRM integration success

Use Case

Elementor Form with Copper CRM

Elementor Form integrations with Copper CRM using Bit Integrations. When a user submits an Elementor Form, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Gravity Forms with Copper CRM

Gravity Forms integrations with Copper CRM using Bit Integrations. When a user submits a Gravity Forms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

WPForms with Copper CRM

WPForms integrations with Copper CRM using Bit Integrations. When a user submits a WPForms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Contact Form 7 with Copper CRM

Contact Form 7 integrations with Copper CRM using Bit Integrations. When a user submits a Contact Form 7, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

WooCommerce with Copper CRM

WooCommerce integrations with Copper CRM using Bit Integrations. When a user create a customer or create a product in WooCommerce, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Ninja Forms with Copper CRM

Ninja Forms integrations with Copper CRM using Bit Integrations. When a user submits a Ninja Forms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Forminator Forms with Copper CRM

Forminator Forms integrations with Copper CRM using Bit Integrations. When a user submits a Forminator Forms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Formidable Forms with Copper CRM

Formidable Forms integrations with Copper CRM using Bit Integrations. When a user submits a Formidable Forms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Fluent Forms with Copper CRM

Fluent Forms integrations with Copper CRM using Bit Integrations. When a user submits a Fluent Forms, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

Bit Form with Copper CRM

Bit Form integrations with Copper CRM using Bit Integrations. When a user submits a Bit Form, this integration will automatically trigger the creation of a company, a person, an opportunity, and a task within Copper CRM.

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