In order to set up your Copper integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select Copper.

Step 2

Ask your Copper Account Manager for an API Key and enter below along with your email.

Click 'Activate'.

Once your integration is active you will see a green connected box appear by the Copper icon.

On the integrations page, an admin will be able to set default settings for yourself and your team.

Do not merge with existing contacts in Copper: Turning this toggle on will create duplicates in Copper.
Backfill SourceWhale events when creating a contact: Turning this toggle on will push all of the notes for SourceWhale events that have happened prior to us creating the contact in the CRM.
Displayed Company info: Select the option to give further information regarding a company in the SourceWhale chrome extension.
Displayed Company Warning: Select the option you would like displayed to help identify the correct company for a Person when there may be a possible company duplicates or similarly named companies in Copper.
Create notes upon: Choose for which outreach types a note is pushed in Copper.

Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Copper once a Person has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Persons or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Protected fields: Selected fields will not be overwritten in Copper when syncing data.
Filterable fields: Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.

Here you can map SourceWhale outreach types to your custom Copper note types.

Select the drop-down for each outreach type to map it to the correct Copper note type

Here you can customise and map all Copper fields to the corresponding SourceWhale variable.

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Copper.

String Variables: These SourceWhale variables can only be mapped to one field in Copper.
List Variables: These SourceWhale variables can be mapped to multiple fields in Copper.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Copper.

You are now ready to start using your Copper integrations. See our article on using Copper with SourceWhale here.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬