Google Sheets + Copper Integration

Query from Copper into Google Sheets or Post data from Google Sheets into Copper.

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, Zendesk, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Copper?

Copper CRM is designed for G Suite users to manage relationships and sales pipeline. ... MANAGE YOUR SALES PIPELINE Copper’s native G Suite integration lets you manage leads and close deals right from Gmail. 

Copper to Google Sheets: Use Case(s)

> Pull data from Copper objects and store it into a spreadsheet - Query

> Post data from spreadsheet to Copper - Post

Copper CRM

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets and Copper CRM?

Setting up Copper in Sheet Director

Choose App and Service:

Copper Configuration

To get Copper API Key

Copper to Google Sheet - Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Google Sheet to Copper - Post


Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the count of number of records posted successfully and failed to post.

Google Sheet to Copper - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Copper.

Conflict Resolution: 

Copper Wins: Latest data from Copper will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Copper.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Copper Wins

Sample Output

Google Sheet Wins

Sample Output