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.
In this module, we'll tackle the following:
- Understand the Copper G Suite Add-on
- Install the Add-on
- Use the Add-on in Gmail
- Use the Add-on in Google Drive
- Use the Add-on in Google Calendar
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.
- Visit the G Suite Marketplace at https://gsuite.google.com/marketplace
- Search for “Copper”.
- Click the 'Copper G Suite Add-On' box. (Not to be confused with the Copper CRM box. That one is for Google Sheets!)
- Click the blue 'Install' button.
- Open Gmail, Google Calendar, or Google Drive.
- If it doesn’t open automatically, click the arrow in the bottom right corner to open the side panel.
- Click the Copper logo.
- After the Add-on side panel loads, click “Connect to Google”
- Follow the prompts to authorize access to your account for the add-on.
Now when you sign into Gmail from any browser or mobile device, you'll see Copper access.
Use the Add-on in Gmail

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

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.