CRM mirror · CRM mirror
Copper integration
Two-way sync. People, companies, opportunities.
Copper CRM sync over the standard API.
Setup steps
- Open Actium settings; pick Copper from the integration catalog.
- Authenticate via OAuth or API token (varies; see permissions below).
- Choose which assistants should use this integration.
- Save; the connection is live and ready for the next scheduled run.
Permissions requested
- Copper API key scopes
Supported actions
- mirror people
- mirror opportunities
Example data flow
Bidirectional.
Privacy notes
Standard Copper API key auth.