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All integrations

CRM

Copper for your Agent

Flow can look up contacts, companies and deals in Copper, and with read and write access it can update records.

It asks for your approval before it changes anything in Copper. Connect with an API key from your Copper account.

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Which Copper deals are linked to tenders closing this month?

Connect Copper in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Copper.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Copper.

What Flow can do depends on what Copper offers through its API and on the access you choose.

Things to ask

Type these to Flow once Copper is connected.

  • Copper

    Which Copper deals are linked to tenders closing this month?

  • Copper

    Create a Copper deal for the Vienna hospital tender, with its value and deadline.

About Copper

Copper is a customer relationship management (CRM) platform for managing contacts, leads, opportunities, tasks, and projects. Built to centralize customer data and streamline sales workflows.

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