Copper Crm

Copper is the Google Workspace-native CRM — embedding directly into Gmail for email tracking and displaying contact/opportunity context alongside emails. For agents: create and update contacts, log activities against CRM records, manage opportunity pipelines, and search for people/companies. REST API covers all core objects. Best fit for teams already on Google Workspace who want CRM data in Gmail. Confidence is docs-derived.

REST API at api.copper.com/developer_api/v1. People (contacts): GET /people lists contacts. POST /people creates person ({name, emails: [{email, category: "work"}]}). PATCH /people/{id} updates. GET /people/search searches by email/name. Leads: POST /leads creates lead ({name, email}). Opportunities: GET /opportunities lists pipeline opportunities. POST /opportunities creates ({name, primary_contact_id, pipeline_id, pipeline_stage_id, status: "Open"}). PATCH /opportunities/{id} updates stage/status. Companies: POST /companies creates company ({name}). Activities: POST /activities creates activity log ({parent: {id, type: "person"}, type: {category, id}, details}). Custom fields: include in create/update payloads as custom_fields: [{custom_field_definition_id, value}].

API key + email auth: X-PW-AccessToken: {api_key} and X-PW-UserEmail: {email} headers. Keys from Copper → Settings → Integrations → API Keys. HTTPS enforced. No OAuth2. Rate limiting: 600 req/min (standard). Webhooks: configure in Copper → Settings → Automations → API Webhooks for object change notifications.

Standard HTTP status codes with JSON error bodies ({status, message, errors}). 400 for missing required fields. Pipeline and stage IDs: numeric — discover via GET /pipelines. Activity type IDs: numeric — discover via GET /activity_types. Copper searches: POST /people/search, POST /companies/search, POST /opportunities/search with filter criteria. Custom field IDs: discover via GET /custom_field_definitions. Copper uptime at status.copper.com. Rate limiting: 429 with standard retry.

developer.copper.com covers REST API reference, authentication guide, and webhook documentation. Getting started: Copper trial, get API key — first person creation in under 5 minutes. No official SDK — REST is straightforward. Community via Copper support and developer documentation. Documentation is functional for Google Workspace-centric CRM use cases.