Copper

Follow the below steps to connect to the Copper API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Copper as the Integration Provider.

Step 2. Connect to the Copper API

1. Go to Copper and login to your account.
2. Click on the Settings menu in the left-hand sidebar.
3. Click on the Integration menu in the left-hand sidebar and select API Keys.
4. Click the Generate API Key button.
5. Copy the API Key from Copper and paste in the API Key field in Formie.
6. Enter the email for your Copper account in the API Email field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.