Copper CRM Integration

Copper CRM features extensive and tight integration with the Google Workspace suite of applications, filling a gap in the CRM market. As the only sales automation solution endorsed by Google, this makes Copper CRM an appealing choice for businesses that are Google workshops.
Copper CRM is mostly used by small to medium sized businesses of 1–200 employees with up to $50M in revenue. The most common industries that use Copper CRM are computer software and information technology and services. To get your free account click here.

Please follow the steps below to connect your QuestionPro survey to Copper CRM:

• Go to: Survey » Integration » Copper

• Enter the desired name of the connection, provide your Copper API Key, and enter your Copper email address. Click on the Save button.

• After creating a connection you will need to map the survey to your Copper object. Click on + Add New Mapping button to add the field mapping for the current survey.

• Select the action you want to perform on each new QuestionPro response from the first drop-down:
  1. Create New: To create new record in Copper object.
  2. Update Existing: To update existing record in Copper object.

• Select your Copper object in the second drop-down and click on Continue button.

• In the next screen, select the mapping type for the current survey from the first drop-down:
  1. Map a question: To map the answer code of the question to Copper field.
  2. Map a custom variable: To map custom variable value of the response to Copper field. Available custom variables are from custom3 to custom 255.
  3. Map a system variable: To map the system variable values to the Copper field. Available system variables are ResponseID, Timestamp, Device Data and Language.
  4. Map an answer value: To map the answer value to the Copper field.
  5. Pull Data: To pull existing data from Copper record and use it within the survey.

• Select the question/ variable from QuestionPro survey from second drop-down and select the Copper object field from the third drop-down. Use the "+" and "-" buttons on the right side of each field mapping to add or delete new option respectively. Make sure you have provided mappings to all the required feilds then click on Continue button.

Note: Please make sure to collect the responses for your survey from the Survey URL provided inside the mapping to send the data to your Copper object other wise a copy of the data will not be sent to your Copper object, it will remain in your QuestionPro account only.
• After configuring the mappings you will be available with a list of mappings created for that survey. You can go through all the mappings for that survey by using the snapshot view by hovering over each mapping. You can click on the mapping or the Edit button on the snapshot view to edit that particular mapping.

• After the setup is done, the integration will trigger once the respondents hit the Submit/Done button on the survey.

• After the survey completion you can see a new record created on your Copper CRM in case of "Create New" action.

To get the API key from Copper CRM, follow the steps below:

• Login to your Copper CRM and go to Settings » Integrations » API Keys. Click on the Generate API Key button.

• A new API key will be created for your account. You can add a label for the new API key.