The Copper G Suite Add-on

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If your team works primarily with the Google Suite of apps (G Suite), we have several options for embedding a Copper app in many of your favorite G suite apps so you manage your communications, contacts, tasks, and calendar from one place. If your team doesn't use Chrome, our Copper G Suite Add-on may be exactly what you need.

(Our Chrome extension is far more robust than the add-on, but you must be using Chrome in the Gmail web app to use it. Technically, you can install both the Add-on and the Chrome extension for your web app. They are not mutually exclusive.

If you're interested in learning more, check out our webinar about all of the helpful ways that Copper integrates with the G Suite to save you time and increase your productivity. Sign up here!

In this module, we'll tackle the following:

Understand the Copper G Suite Add-on

Copper’s G Suite Add-on feature streamlines your team’s everyday workflows by bringing your favorite apps into G Suite. With a single click, you can get quick access to Copper in Gmail, Calendar and Google Drive without leaving G Suite.

  • Easily access your CRM from Google Drive, Calendar and Gmail
  • View tasks, files and notes without having to switch windows or browser tabs.
  • Simplify how you get work done across all of the business tools you use

To decide if you'll want to install the G Suite Add-on, simply answer the following question:

Which browser do you work from?

  • If Chrome, you might as well install the Chrome Extension for Gmail to get additional features not offered by the G Suite Add-on.
  • If a browser other than Chrome, the G Suite Add-on is for you.

Install the Add-on

You'll install the add-on from the G Suite Marketplace.

  1. Visit the G Suite Marketplace at https://gsuite.google.com/marketplace
  2. Search for “Copper”.
  3. Click the 'Copper G Suite Add-On' box. (Not to be confused with the Copper CRM box. That one is for Google Sheets!)
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  4. Click the blue 'Install' button.
  5. Open Gmail, Google Calendar, or Google Drive.
  6. If it doesn’t open automatically, click the arrow in the bottom right corner to open the side panel.
  7. Click the Copper logo.
  8. After the Add-on side panel loads, click “Connect to Google”
  9. Follow the prompts to authorize access to your account for the add-on.
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Now when you sign into Gmail from any browser or mobile device, you'll see Copper access.
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Use the Add-on in Gmail
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When the Add-on opens in Gmail, it will surface a few important types of information. Here you’ll be able to view the following:

  • A list of your Tasks.
    • In the Tasks section you can view a list of your recent tasks, add new tasks, and mark tasks as complete.
    • To mark a task as complete, simply click the specific task.
    • To edit a task, you’ll need to open it in the web-app. 
  • A list of recently viewed records.
    • Below the Tasks section, you can view a list of any Copper records you’ve recently viewed.
    • This includes Leads, People, Companies, Opportunities, Tasks, and Projects.
  • Contacts related to your email correspondence.
    • When you click into an individual email, the Add-on will let you know if the recipients are already in Copper as contact records or not.
    • If so, you can view their contact information, activities and related items. You can also log new activities.
    • If not, you can add them to Copper with a single click as either a Lead or a Person record.

Use the Add-on in Google Drive

In Google Drive, the Add-on will surface two types of information for you:

  • A list of your Tasks.
    • In the Tasks section you can view a list of your recent tasks, add new tasks, and mark tasks as complete.
    • To mark a task as complete, simply click the specific task.
    • To edit a task, you’ll need to open it in the web-app.
  • A list of recently viewed records.
    • Below the Tasks section, you can view a list of any Copper records you’ve recently viewed.
    • This includes Leads, People, Companies, Opportunities, Tasks, and Projects.

Use the Add-on in Google Calendar
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When the Add-on opens in Google Calendar, it will surface two important types of information. Here you’ll be able to view the following:

  • A list of your Tasks.
    • In the Tasks section you can view a list of your recent tasks, add new tasks, and mark tasks as complete.
    • To mark a task as complete, simply click the specific task.
    • To edit a task, you’ll need to open it in the web-app.
  • A list of recently viewed records.
    • Below the Tasks section, you can view a list of any Copper records you’ve recently viewed.
    • This includes Leads, People, Companies, Opportunities, Tasks, and Projects.
  • Contacts related to calendar events.
    • When you click into a calendar event, the Add-on will let you know if the event attendees are already in Copper as contact records or not.
    • If so, you can view their contact information, activities and related items. You can also log new activities.
    • If not, you can add them to Copper with a single click as either a Lead or a Person record.

 

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

 

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