Copper for your voice agent

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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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
With an API key. You create a key in Copper and paste it on a secure page in Connected apps.
What it reads
28 actions, such as get Account, get Attached File Metadata and get Current User.
What it changes
37 actions, such as bulk Create Activities (Beta), bulk Create Companies (Beta) and bulk Create Leads.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 65. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Copper actions

Reads 28

  • Get Account
  • Get Attached File Metadata
  • Get Current User
  • Get Custom Activity Type
  • Get Custom Field Definition
  • Get Field Layout
  • Get Lead
  • Get Person by Email
  • Get Record
  • List Attached Files
  • List Custom Activity Types
  • List Custom Field Definitions
  • List Lead, Person, or Company Activities
  • List Lead Statuses
  • List Pipelines
  • List Pipeline Stages
  • List Reference Values
  • List Related Links
  • List Related Records
  • List Tags
  • List Users
  • Search Activities
  • Search Companies
  • Search Leads
4 more
  • Search Opportunities
  • Search People
  • Search Projects
  • Search Tasks

Changes 32

  • Bulk Create Activities (Beta)
  • Bulk Create Companies (Beta)
  • Bulk Create Leads
  • Bulk Create Opportunities (Beta)
  • Bulk Create People (Beta)
  • Bulk Update Companies (Beta)
  • Bulk Update Leads
  • Bulk Update People (Beta)
  • Convert Lead
  • Create Activity
  • Create Company
  • Create Custom Activity Type
  • Create Custom Field Definition
  • Create Lead
  • Create Opportunity
  • Create Person
  • Create Project
  • Create Related Link
  • Create Task
  • Relate Records
  • Unrelate Records
  • Update Activity
  • Update Company
  • Update Custom Activity Type
8 more
  • Update Custom Field Definition
  • Update Lead
  • Update Opportunity
  • Update Person
  • Update Project
  • Update Task
  • Upload Attached File
  • Upsert Lead

Deletes 5

  • Delete Attached File
  • Delete Custom Field Definition
  • Delete Lead
  • Delete Record
  • Delete Related Link

Copper setup

  1. Pasting a Copper API key

    Create an API key in Copper, choose Copper in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 65 actions the agent may use. Start with lookups and add the ones that change Copper when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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