View Navigation
Product Overview
Account Overview
Integrations
Transforms
Security
Integrations   ->

Pull from Copper

Use the Pull from Copper beta step to bring in data like Leads, Companies, Opportunities, and more from your Copper CRM.

Connect your Copper account

To connect to your Copper account, you'll need to do so through the Copper API. The Pull from Copper step is already set up to pull in Lead-level data, by default.

You'll need your API Key from Copper to enter into the API Endpoint URL. To generate an API Key, in the Copper web app go to System settings > API Keys and click the GENERATE API KEY button.

Make note of the email address under the API Creator column. If you are the one who generated the Key, it will be your email address. If someone else generated the key, you'll see their email instead.

Back in Parabola, scroll the settings on the left down until you see the four Custom Headers. They look like cards with two fields in them. Enter your API Key where it says "Your API Token" under the X-PW-AccessToken field. Additionally, enter the email address where it says "Your Email" under the X-PW-UserEmail field.

Click Show Updated Results and you should begin to see your Copper data coming through!

Custom settings

This beta step comes with an example to show you how to pull some leads from Copper's Search Leads endpoint. Notice that it's POSTing to the Leads Search URL, and sending a Body that looks like this:

{  "page_size":200,  "Sort rows step_by":"name" }

Those parameters are describing how Copper should perform the search. What if you wanted to find all of your leads in Boston? You would use this Body:

{  "page_size":200,  "Sort rows step_by":"name" "city":"Boston" }

To pull in additional data and datatypes, check out Copper's API docs for more information.

Recipes

Integrations   ->

Send to Copper

Use the Send to Copper step to send your data to your Copper CRM and update Leads, Companies, Opportunities, and more.

Connect your Copper account

To connect to your Copper account, you'll need to do so through the Copper API. The Send to Copper step is already setup to update Lead-level data, by default.

If you have not already done so, you will need your API Key from Copper into the API Endpoint URL field. To generate an API Key, in the Copper web app go to System settings > API Keys and click the GENERATE API KEY button.

Make note of the email address under the API Creator column. If you are the one who generated the Key, it will be your email address. If someone else generated the key, you'll see their email instead.

Back in Parabola, scroll the settings on the left down until you see the four Custom Headers. They look like cards with two fields in them. Enter your API Key where it says "Your API Token" under the X-PW-AccessToken field. Additionally, enter the email address where it says "Your Email" under the X-PW-UserEmail field.

Click Show Updated Results to save your updated Header Keys.

Custom settings

This beta step comes with an example to show you how to send data to Copper's Leads endpoint. Notice that it's PUTing to the Leads Search URL, and sending a Body that looks like this:

{  "name":{name},  }

In Parabola, you can reference the names of columns, wrapped in {curly braces} in a URL or Body field in any API step to merge their values.

To update additional data and datatypes, check out Copper's API docs for more information.

Helpful tips

  • You are going to need to pass data into the Send to Copper step with some sort of Copper ID associated with it for the step to correctly map to the appropriate data in your CRM.

Recipes

Try Parabola for free