Native integration with Copper CRM can be a huge time-saver to automate repetitive tasks. We have outlined the steps below to integrate with Copper CRM using their REST API below. Following these steps should save you immense time that would have otherwise been spent on unnecessary research and navigation.

Signup for Copper CRM

To start, sign up for Copper CRM by creating an account. Copper provides a free trial signup, so you can get started right away.

Get your API Key

Copper uses API key-based authentication, so you need to generate an API key to start making requests. To generate an API Key, go to the Settings tab on the sidebar and click Integrations, then API Keys. Click Generate API Key and Copper will provide you with a new API Key.

Generating a Copper CRM API Key

Make your First API Call

Before making your first API call, there are a few important things to keep in mind.

API URL

Copper's API can be found at https://api.copper.com/developer_api/

HTTPS

Copper uses HTTPS for their API. Make sure to use HTTPS for all requests.

Headers

Include the following headers in your requests:

X-PW-AccessToken: <Your API Key> X-PW-Application: developer_api X-PW-UserEmail: <Email address of the token owner> Content-Type: application/json

Required headers for Copper CRM API

More info here.

Rate Limits

Copper limits API calls to 180 requests per minute. After reaching this limit, Copper returns a status code of 429.

Pagination

Copper uses page number-based pagination for their /search endpoints, which are mainly POST calls. You can sort results using sort_by and sort_direction. You need to provide the page_size and page_number in the request body.

More info here.

Code example

The following code example shows a typical request to the Copper API.

import requests url = 'https://api.copper.com/developer_api/v1/search' headers = { 'X-PW-AccessToken': '<Your API Key>', 'X-PW-Application': 'developer_api', 'X-PW-UserEmail': '<Email address of the token owner>', 'Content-Type': 'application/json' } payload = { "page_number": 1, "page_size": 50, "sort_by": "name", "sort_direction": "asc" } response = requests.post(url, headers=headers, json=payload)

Following these steps will you put on the right path to integrating Copper CRM.

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If you have any questions or run into a roadblock, feel free to reach out to us at support@truto.one, we’ll be happy to help.