Integration · CRM
AI agents for Copper
Add people and leads, find people, open opportunities, and log notes and other activities in a Copper CRM account.
- Actions
- 5
- Read
- 1
- Write
- 4
Actions
What your agents can do in Copper
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
Find people
Lists people who match all the filters given: part of a full name, an email address, a phone number, a company or an owner, sorted by name or by when they changed.
Write 4
Create, change or send.
Create a person
Adds a person (a contact) with a name and optional email, phone, title, company, address, owner, tags and custom field values.
Create a lead
Adds a lead (a prospect not yet qualified) with a name and optional email, phone, company name, title, status.
Create an opportunity
Opens an opportunity (a potential deal) with a name, usually its primary contact.
Log an activity
Records an activity on a person, lead, company, opportunity or project.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Copper account.
What you enter
- API key
Settings
- Your Copper email
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Copper data
Ask a question in plain words. The agent can find people in Copper, then answers with what it found.
- 02
Let an agent update Copper
Have the agent create a person or create a lead in Copper as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Copper and Slack: it can find people in Copper and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Copper and MyDeepAgents
Can MyDeepAgents connect to Copper?
Yes. The Copper connector has 5 actions: 1 reads and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Copper?
Paste an API key from your Copper account. You'll need: API key. The connection also asks for: Your Copper email. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Copper without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use Copper in workflows as well as agents?
Yes. Every Copper action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Copper to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.