Copper

Copper 101 - Weekly Webinar 🚀

Copper 101 for covering advanced features such

Copper 101 - Weekly Advanced Webinar ✍️

Copper Guided Onboarding

Live Weekly Office Hours - Thursdays

New User - Getting Started

Learn how to use Copper's Feed to track customer interactions, manage tasks, filter updates, and stay organized—all in one central hub.

Using the Copper Feed

Contact a live support agent

Copper’s Pipelines and task management tools help you keep projects organized, assign work, and track progress all in one place.

Manage Tasks and Subtasks in Copper projects: A quick guide

Chris Clark

Marketing

Success at Copper

Copper 101

Chapter 1: Understanding your use-case - where do I start?

Chapter 2: Customizing and optimizing Copper

Chapter 3: Adding contacts

Customize and format notes on records

Chapter 4: Building and managing processes

Chapter 5: Automating your processes

Chapter 6: More ways to use Copper

Get your team set up for success in Copper.

Chapter 7: Team training and support

Taking your Copper setup to the next level

Copper 101 - Advanced

Working with People

Working with Opportunities

Working with Tasks

Working with Leads

Working in Copper

Chrome Extension: using Copper from your Gmail inbox

🎥 How to use the Chrome Extension in Gmail

Creating and syncing events to Google Calendar

Syncing Tasks to Google Calendar

Add a Lead or Person using the Chrome Extension

Using the Chrome Extension in Google Calendar

How to use dynamic emails for Gmail Collaboration

Google Calendar Integration

Google Drive Integration

FAQ's: The Chrome Extension for Gmail and Google Calendar

Relating Emails to Records via the Chrome Extension

Hide the Chrome Extension in select Gmail inboxes

Working with the Gmail Integration

Google Contacts Integration

Keep Copper just one click away by pinning the Chrome Extension to your browser toolbar.

Downloading & pinning the Chrome Extension

Gmail integration & Chrome Extension

FAQ's: The Copper Mobile Apps

'Send and Reply' to emails via mobile app

How to auto-log calls with the Android app

Import a Lead or a Person with the Copper mobile app by scanning a business card with your smartphone's camera

Using the business card scanner

Import and Sync Contacts from iOS or Android Mobile Device

Using the Copper mobile app (Android & iOS)

Learn how to enable Google Voice for outbound calls in the Copper Android app—no setup needed, just a few taps to get started!

Using Google Voice with the Copper Android App

Working with the mobile app

Meet the starter tier

Copper Plans: Feature Comparison

Understanding Google permissions

Resources

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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