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

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

Search Copper in the search bar.

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.

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

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.

Add Person to Copper - Choose when Persons get added to Copper, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Person to option, we will only add notes to existing records in Copper once a Copper has been marked as "interested" or "replied".

Update field in Copper - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Here you can choose which activities will create notes in Copper.
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Create new notes from - Choose for which outreach types a note is pushed in Copper.

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

Select the dropdown for each stage to map it to the correct Copper Note Type.

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

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 possible company duplicates or similarly named companies in your CRM.

Within SourceWhale you can use the Copper integration features in the campaign settings or Chrome extension.

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.

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.

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