Copper CRM Integration

Connect Copper to PepoSmart to automatically sync meeting data, create people records, log activities, and create follow-up tasks. This integration helps your team stay organized by keeping Copper updated with all your scheduling activity, fully integrated with Google Workspace.

API Key Authentication

PepoSmart uses your Copper API key for secure authentication. Your API key is encrypted at rest using AES-256 encryption and never exposed.

Prerequisites

  • A PepoSmart account (Team or Enterprise plan recommended)
  • A Copper CRM account with API access
  • Your Copper API key (found in Settings → Integrations → API Keys)
  • Your Copper account email address

Connecting Copper

Step 1: Get Your Copper API Key

  1. Log in to your Copper account
  2. Click the gear icon to access Settings
  3. Go to Integrations → API Keys
  4. Click Generate API Key (if you don't have one)
  5. Copy your API Key

Step 2: Connect in PepoSmart

  1. Log in to your PepoSmart account at app.peposmart.com
  2. Click Integrations in the left sidebar
  3. Find the Copper card in the CRM section
  4. Click Connect
  5. Enter your Copper account email
  6. Paste your Copper API key
  7. Click Save

Step 3: Verify Connection

  1. The Copper card should now show Connected
  2. Your Copper account email will be displayed

Success!

Once connected, PepoSmart will automatically sync your meeting data to Copper.

Data We Access

PepoSmart uses your API key to access only the data necessary for scheduling integration:

Data TypeAccess LevelPurpose
PeopleRead & CreateLook up existing people by email, create new people for meeting attendees
CompaniesReadAssociate people with their companies
ActivitiesCreateLog scheduled meetings as activities on people records
TasksCreateCreate follow-up tasks from AI-extracted action items after meetings
Opportunities & PipelinesRead & WriteRead opportunity stages and pipelines to display deal status; update opportunity stages with AI-powered suggestions (with your approval)

What We Do NOT Access

  • Projects
  • Email sync or Gmail integration data
  • Files or Attachments
  • Your Copper settings or configuration
  • Other users' data in your account

How Booking Data Syncs

Automatic Sync

Data syncs automatically when meetings are booked and when AI meeting notes are processed. No manual action required.

When a Meeting is Booked

  1. Person Lookup: PepoSmart searches for an existing Person matching the attendee's email address
  2. Record Creation (if needed): If no match is found, a new Person is created with:
    • Name
    • Email Address
    • Phone Number (if provided during booking)
  3. Activity Logging: A Copper Activity is created and linked to the Person with:
    • Type: Meeting
    • Details: Meeting title and details from PepoSmart
    • Activity Date: Meeting date and time

After Meeting Notes are Processed (AI Features)

If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:

  1. Meeting Summary: The AI-generated meeting summary is added as an Activity
  2. Follow-up Tasks: Action items extracted by AI are created as Copper Tasks:
    • Name: Action item description
    • Due Date: Set based on urgency
    • Status: Open
    • Related To: Linked to the Person

Deal Stage Sync (AI-Powered)

After meeting analysis, PepoSmart uses AI to suggest opportunity stage updates based on conversation content, sentiment, and buyer intent signals detected in the meeting transcript.

  1. Opportunity Lookup: PepoSmart reads the current opportunity stage and pipeline associated with the person
  2. AI Analysis: Meeting transcripts are processed by AI (OpenAI) to detect buyer intent, sentiment, and next steps
  3. Stage Suggestion: An AI-generated opportunity stage suggestion is presented in PepoSmart
  4. User Approval Required: Opportunity stage updates are never applied automatically. You must review and explicitly approve any stage change before it is written to Copper

User Approval Required

AI deal stage suggestions are recommendations only. No changes are written to your Copper opportunities without your explicit confirmation. You maintain full control over your pipeline.

Data Handling & Security

Data Protection

Your Copper API key and email are encrypted using AES-256 encryption and stored securely. We follow industry best practices for data protection.

What We Store

  • API Key: Encrypted Copper API key for API calls
  • Account Email: Your Copper account email (required for API authentication)
  • Sync References: IDs of created records for tracking

When You Disconnect

Upon disconnecting the Copper integration:

  • Your API key and email are immediately deleted from our systems
  • No further API calls are made to your Copper account
  • Records already created in Copper remain unchanged

Disconnecting Copper

From PepoSmart

  1. Go to Integrations
  2. Find the Copper card
  3. Click Disconnect
  4. Confirm the disconnection

Revoke API Key

For added security, you can revoke your Copper API key after disconnecting. Go to Copper Settings → Integrations → API Keys to manage your keys.

Troubleshooting

Connection Failed

  • Verify your API key is correct and hasn't been revoked
  • Check that your account email matches your Copper login
  • Ensure your Copper account is active

Person Not Created

  • Check if a Person with that email already exists
  • Verify your API key has permission to create People
  • Check for any required custom fields in your Copper configuration

Support & Contact

Need help with your Copper integration? We're here to assist:

Email Support

For technical issues and questions

[email protected]

Enterprise Support

For org-wide deployments and custom needs

[email protected]

Additional Resources

Last updated: February 2026. This documentation is provided for Copper users evaluating the PepoSmart integration.