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Integrating Copper CRM
Integrating Copper CRM

Search for contacts from your CRM and send documents faster

Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Integrating Copper with Better Proposals allows you to quickly and easily search for a contact in your CRM account when you're filling in who your document is for. This means that you don't have to remember every client's details off the top of your head.

Connecting your Account

To connect your Copper account:

1. To access Integration settings, just click Settings > Integrations > CRM in the sidebar menu.

2. Once you're there, locate the Copper CRM button and it'll take you to the setup page.

3. Click the pink 'Connect Copper' button and insert the API key (which can be found inside your copper account) and the email associated with your account and click 'Connect now'.

4. Once you're done, you'll be sent to a page that looks like this which confirms that you've connected your account.

Searching your Account

Once your account is connected, when you create a new document, you will see a new third option to send to 'Someone from my CRM'.

When you click this, you'll see a search box. Simply type part of or the whole name of the company you're looking for and hit the 'Search' button.

Choose the company you're after in the results and then tick the relevant contacts that you'd like this to be sent to (don't worry, you can edit this later).

Click 'Continue' and finish filling in the rest of the details as normal.

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