Copper is a customer relationship management (CRM) platform focused on automation and simplicity. The platform was built for easier management of customers, leads, and other sales activities and especially geared to businesses that use Google Business Workspace.
Connecting to your Copper you need to make sure that:
- You or the user configuring the connection to your account have administrative access to the Copper cloud based application.
Remember DataLakeHouse.io securely connects to your account instance by redirecting you to the Copper portal for you to sign in via Copper's login. DataLakeHouse.io does not capture or store your password/credentials.
Using the form please complete the following basic steps:
- Enter a Name or Alias for this connection, in the Name/Alias field, that is unique from other connectors.
- Enter in the Target Schema Prefix field, a name that will be unique in your data cloud destination where you wish to land the data.
- Click the Authorize Your Account button which will transport you to the Copper.com login, where you will login with your account credentials. Once your credentials are accepted you will be automatically redirected back to this DataLakeHouse.io portal and you should be able to see a successful connection.