Google Sheets
Connect Google Sheets directly to Copper for analysis, reporting and charting of your data.
The Copper Google Sheets add-on connects directly to Copper so you can leverage the power of Google Sheets for analysis, reporting and charting of your data. Once installed, simply pull in any Copper leads, opportunities, people, or companies, using the filters you’ve already created in Copper.
Features:
- Import leads, opportunities, people and companies, so you can work with them in Google Sheets
- Select from filters you’re already using in Copper to refine data for import
- Bulk import up to 20K records
- Connect using secure OAuth authentication and Copper API
Frequently asked questions
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CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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