TownCopper CRM
Connect Copper CRM and your assistant can inspect and update your CRM — looking up records, managing opportunities, creating or updating people and projects, and relating records to projects.
What’s included
With Copper connected, your assistant can:
- Look up records — retrieve existing CRM objects, and list opportunities and pipelines
- Keep contacts current — create a new person or update an existing one by email address
- Manage opportunities — create and update opportunities (deals)
- Manage projects — create or update projects, and relate existing records to a project
- Advanced requests — make direct Copper API calls
Connecting Copper CRM
- Go to Integrations
- Find Copper CRM and click Connect
- Authorize Town in Copper (sign in when prompted)
- Return to Town
Your assistant is limited to the records your Copper account can access. You can revoke access anytime from Copper.
What your assistant can do
| Capability | What it does | Makes changes? |
|---|---|---|
| Get a record | Retrieve an existing CRM object | No |
| List opportunities and pipelines | Browse deals and pipeline stages | No |
| Create or update a person | Add or update a contact by email address | Yes |
| Create or update an opportunity | Add or update a deal | Yes |
| Create or update a project | Add or update a project by name | Yes |
| Associate records to a project | Relate an existing record to a project | Yes |
| Make API calls | Call other Copper API endpoints directly | Yes |
Use cases
- Contact upkeep — “add this email’s sender to Copper” — created or updated automatically by email match.
- Project tracking — relate a new deal or contact to the right project.
- Quick lookups — pull a record’s details into your current conversation.
Good to know
- Creates, updates, and direct API calls change your live CRM — use approval-required tool settings in routines that write to Copper.
Related
- Integrations overview — How integrations give your assistant context
- Routines — Automate CRM upkeep
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