Copper Integration Setup
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
Search Copper in the search bar.
Step 2
Ask your Copper Account Manager for an API Key and enter this in the field along with your email.
Once you have entered the API Key and email then click 'Activate'.
Once your integration is active you will see a green connected box appear by the Copper icon.
Sync Features
On the integrations page, an admin will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Copper- Automatically update Copper with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.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.
Sync Settings
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.
Note Mapping
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
Field Mapping
Here you can customise and map all Copper fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Copper.
Set different settings for Person/Company
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.
Using Copper with SourceWhale
Within SourceWhale you can use the Copper integration features in the campaign settings or Chrome extension.
Campaign Settings
When creating a campaign, you will be prompted with this pop-up:
Below the campaign name and type, you can choose whether to sync as a Person or not to sync. You can also choose to adjust the default sync settings.
Chrome Extension
When using the Chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.
I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a Person, but you come across someone you'd rather not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Person better.
Your team admin can alter the fields displayed at any time by going to the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬