Integrations

Supercharge Copper with Relevance AI

Copper is a powerful CRM system that allows for efficient management of contacts, projects, and relationships. With Relevance AI, you can elevate your CRM capabilities by incorporating AI-driven insights and automation into your operations.

Give your AI Agents Copper Superpowers

Copper provides a robust platform for managing customer relationships, while Relevance AI empowers you to leverage that data with AI Agents that can automate tasks and drive insights.

Relationship Intelligence Mastery

The AI agent analyzes communication patterns and relationship dynamics to provide strategic insights for customer engagement

Predictive Pipeline Orchestration

Leverages historical data and current interactions to forecast deal outcomes and optimize sales processes automatically

Dynamic Lead Prioritization

Automatically scores and ranks leads based on engagement metrics and communication patterns to identify high-value opportunities

Tools

Equip AI Agents with the Copper Tools they need

Relevance AI seamlessly integrates with Copper to enhance your CRM workflows with intelligent data management.

Copper - Create or Update Person
Creates a new person record in Copper CRM or updates an existing one based on email address, allowing management of contact details including name, address, and phone information
Copper - Create or Update Project
Creates a new project in Copper CRM or updates an existing one by name, with capabilities to set project details, assign owners, manage status, and add tags
Copper - Create or Update Project
Creates a new project in Copper CRM or updates an existing one by name, with capabilities to set project details, assign owners, manage status, and add tags
Copper - Associate to Project
Links existing CRM objects to specific projects in Copper, enabling relationship management between different entities within the CRM system
Copper - Get Object
Retrieves detailed information about a specific object from the Copper CRM system by specifying the object type and ID
Name
Copper API Call
Description
Make an authorized request to a Copper API
Parameters
["OAuth Account Authentication", "HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Configuration", "API Path Customization"]
Use Case
A sales team automates lead management by using Copper API calls to instantly sync new contact information from web forms into their CRM, while simultaneously updating related opportunity records to maintain data consistency across their sales pipeline.

Security & Reliability

The Copper and Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Copper CRM data. Relevance AI manages API operations (such as creating, updating, and retrieving contacts and projects) in the background—eliminating concerns about errors, formatting, or limits.

With built-in validation and type conversion, this integration guarantees that your workflows operate seamlessly, even when dealing with varying data formats.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Copper + Relevance AI integration without writing code:
  • Start with a clean Copper CRM: Use clear naming conventions for contacts and projects to maintain organization.
  • Utilize pre-built workflows: Relevance AI provides templates for managing contacts and projects, making it easier to get started.
  • Connect carefully: Ensure you authorize the correct Copper account and set the appropriate permissions during setup.
  • Test before scaling: Execute API calls on sample data first to prevent widespread issues.
  • Monitor API usage: Be mindful of rate limits and implement throttling to avoid hitting request caps.