--- title: "Copper Integration" description: "Connect AI agents to Copper CRM. Agents manage people, companies, leads, opportunities, tasks, and activities, convert qualified leads, and advance deals through the pipeline." url: https://flowrunner.ai/integrations/copper date_modified: 2026-08-07T17:20:23-07:00 --- # Copper [CRM](https://flowrunner.ai/integrations/category/crm-sales) Connect AI agents to Copper CRM. Agents manage people, companies, leads, opportunities, tasks, and activities, convert qualified leads, and advance deals through the pipeline. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 27 actions · API key · available [Copper website](https://copper.com/) · [Platform Documentation](https://developer.copper.com/) · Capability data verified 2026-08-12 1. A web form captures a new inbound lead 2. Agent reads the contact details and message 3. Agent runs Search People to see if the person already exists 4. Agent creates the lead, then converts qualified ones 5. Sales team gets a Slack message with the new opportunity 6. A lead flagged as strategic routes to a manager before conversion ## What This Integration Enables An agent can capture inbound leads into Copper, search and enrich existing records inside a multi-step flow, and convert qualified leads into people, companies, and opportunities in one step. It advances opportunities through stages, marks them Won or Lost, and creates follow-up tasks and activities against any record so the pipeline stays honest. Copper does not emit its own events, so flows start from the systems feeding it: a form tool, an inbox, or a scheduled sweep of records to enrich. The agent turns those signals into clean records and timely conversions. Search-before-write keeps duplicates out, which matters most on the accounts a rep would be embarrassed to double-enter. ### Without FlowRunner **Web leads entered by hand**: A rep transcribes form fields into Copper between other tasks **Conversion is manual and late**: Qualified leads sit as leads because nobody ran the conversion step **Pipeline updates lag**: Deal stages and Won/Lost marks update in batches, not as work happens ### With FlowRunner **Leads captured on arrival**: The agent creates the lead the moment the form is submitted **Conversion runs on qualification**: Convert Lead produces a person, company, and opportunity as soon as a lead qualifies **Pipeline reflects reality**: Stages and outcomes update as the workflow advances the deal ## Use Case Scenarios ### Survey Entry Becomes a Qualified Opportunity A [Typeform](https://flowrunner.ai/integrations/typeform) survey returns recent entries. The agent calls Create Lead for each prospect, then Convert Lead once a lead qualifies, producing a linked person, company, and opportunity in a single move. The rep starts the day with opportunities to work, not rows to transcribe. ### New Deal Reaches the Team When the agent runs Create Opportunity, it posts to the sales channel through [Slack](https://flowrunner.ai/integrations/slack) with the deal name, value, and pipeline stage. Everyone who needs to know sees the deal the moment it is created, without waiting for a pipeline review. ### Welcome Email After Conversion After Convert Lead produces a new person, the agent sends a personalized welcome through [Gmail](https://flowrunner.ai/integrations/gmail-service) Send Message using the new contact's stored email. The handoff from lead to relationship starts immediately, and every touch is logged as a Copper activity for the next person who opens the record. ## Human-in-Loop Highlight Lead conversion is a one-way step: it creates a person, a company, and an opportunity, and it commits the deal to the pipeline. On the accounts you have flagged as strategic, that commitment deserves a human. When the agent is about to run Convert Lead on a flagged lead, it treats the conversion as a [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) step. It pauses, shows the lead and the records the conversion will create, and routes the decision to a sales manager through Slack or email. The manager approves, and the agent converts and notifies the team. The manager holds, and the lead stays a lead. Routine conversions run untouched; the ones that shape the pipeline get a decision. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via Slack Human decides Agent resumes with decision ## Agent Capabilities 27 actions ### People 5 - **Create Person** Creates a new person (contact) in Copper. Provide a name and any contact details, email, phone, company, title, or address. Custom fields can be passed through as an array of {custom\_field\_definition\_id, value} objects. Returns the created person including its Copper ID. - **Get Person** Retrieves a single person (contact) by its Copper ID, including emails, phone numbers, company, tags, and custom fields. - **Search People** Searches people (contacts) in Copper with paging, sorting, and optional name/email filters. Returns an array of matching people. Copper caps page\_size at 200. - **Update Person** Updates an existing person (contact) in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Custom fields can be passed through as an array. Returns the updated person. - **Delete Person** Permanently deletes a person (contact) from Copper by its ID. This cannot be undone. ### Companies 5 - **Create Company** Creates a new company in Copper. Provide a name and any details, email domain, phone, website, address, or assignee. Custom fields can be passed through as an array. Returns the created company including its Copper ID. - **Get Company** Retrieves a single company by its Copper ID, including email domain, phone numbers, address, tags, and custom fields. - **Search Companies** Searches companies in Copper with paging and sorting, optionally filtering by name. Returns an array of matching companies. Copper caps page\_size at 200. - **Update Company** Updates an existing company in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Returns the updated company. - **Delete Company** Permanently deletes a company from Copper by its ID. This cannot be undone. ### Leads 6 - **Create Lead** Creates a new lead in Copper. Provide a name and any details, email, phone, company, title, status, or monetary value. Custom fields can be passed through as an array. Returns the created lead including its Copper ID. - **Get Lead** Retrieves a single lead by its Copper ID, including contact details, status, monetary value, and custom fields. - **Search Leads** Searches leads in Copper with paging and sorting, optionally filtering by name. Returns an array of matching leads. Copper caps page\_size at 200. - **Update Lead** Updates an existing lead in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Returns the updated lead. - **Delete Lead** Permanently deletes a lead from Copper by its ID. This cannot be undone. - **Convert Lead** Converts a lead into a person, company, and/or opportunity. Optionally supply the pipeline and stage and a name for the resulting opportunity. Returns the conversion result with the created record IDs. ### Opportunities 5 - **Create Opportunity** Creates a new opportunity (deal) in Copper. Requires a name and a pipeline. Optionally link a primary contact and company, set a stage, monetary value, win probability, and close date. Returns the created opportunity including its Copper ID. - **Get Opportunity** Retrieves a single opportunity (deal) by its Copper ID, including pipeline, stage, monetary value, close date, and custom fields. - **Search Opportunities** Searches opportunities (deals) in Copper with paging and sorting, optionally filtering by name or pipeline. Returns an array of matching opportunities. Copper caps page\_size at 200. - **Update Opportunity** Updates an existing opportunity (deal) in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Set the status to move the deal to Won or Lost. Returns the updated opportunity. - **Delete Opportunity** Permanently deletes an opportunity (deal) from Copper by its ID. This cannot be undone. ### Tasks 4 - **Create Task** Creates a task in Copper, optionally related to a person, company, opportunity, or lead. Set a due date, reminder, assignee, priority, and status. Returns the created task including its Copper ID. - **List Tasks** Lists tasks in Copper with paging and sorting. Returns an array of tasks. Copper caps page\_size at 200. - **Update Task** Updates an existing task in Copper. Only the fields you supply are changed; leave a field blank to keep its current value. Set status to Completed to close the task. Returns the updated task. - **Delete Task** Permanently deletes a task from Copper by its ID. This cannot be undone. ### Activities 2 - **Create Activity** Logs an activity (note or interaction) in Copper against a parent record such as a person, company, lead, or opportunity. The activity type is identified by a category ("user" for logged interactions, "system" for automatic) and a type ID. Returns the created activity. - **List Activities** Lists activities in Copper, optionally scoped to a single parent record (person, company, lead, or opportunity) and paged. Returns an array of activities. Copper caps page\_size at 200. ## Frequently Asked Questions ### What can FlowRunner do with Copper? FlowRunner agents can run Create Person, Get Person, and Search People in Copper, plus 24 more actions. ### Does connecting Copper to FlowRunner require OAuth? No. Copper connects to FlowRunner with an API key, no OAuth flow required. ### Can Copper trigger a FlowRunner workflow automatically? Copper doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Copper?** This integration exposes Copper to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/copper. Site index: https://flowrunner.ai/llms.txt