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Workato

Integration by Workato

Workato is the leading Integration and Automation platform built for IT and businesses.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byWorkato
Copper plans

Available on Professional, and Business.

Workato plans

Available on all plans

Category

Integrations

Workato is the operating system for today's fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based integration and automation platform that enables both business and IT teams to integrate their apps and automate complex business workflows with security and governance. Our mission is to help companies integrate and automate at least 10X faster than with traditional tools and at a tenth of the cost of ownership. Workato is trusted by the world's top brands and fastest growing innovators.

What can you do with this connector:

  • Sync opportunities to apps like Marketo, HubSpot or Pardot when an opportunity is created/updated in Copper.
  • Keep your team updated with the information about new leads by creating records in Copper from your online form app like FormAssembly, SurveyMonkey, etc.
  • Get your team notified via email or your business chat app like Slack or Google Chat whenever an opportunity or lead is updated in Copper

How to connect to Copper on Workato:

  1. Create a Workato connection to your Copper instance using API Key.
  2. Install the connector from the Community library.
  3. Click Release latest version to use the connector in a recipe.
  4. Create a new recipe and select a Copper trigger or action.
  5. Fill in the following connection fields:
  • Connection Name: Give this connection a descriptive name so you can reuse it in other recipes
  • Email: Email address of the API key owner
  • API Key: Provide the API Key

This integration was built by Workato. For questions, support or troubleshooting, contact the Workato team.

Frequently asked questions

Can’t find the answer here?

Chat with support.

What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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