Connecting to Copper with Surfe

By connecting Copper to Surfe, you will be able to manage the data and content in your CRM directly with Surfe.

1. Install Surfe Extension

First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your Copper email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.

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2. Connect to Copper

Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose Copper from the available options.​​

3. Get your Copper API Key

In the next window, you’ll be asked to enter your Copper API Key and email address.

To generate an API key, in Copper go to "Settings"-> "Integrations"-> "API Keys" -> "Generate API Key". You can copy and paste this API Key into Surfe.

NOTE

Each user has their own key, linked to their email, so the API key needs to be integrated for each user.

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Are you working with Leads in Copper?

You can activate this feature directly in your CRM. You can read more about it here.

If you need more help with your Copper account or API key, please contact the Copper customer support team.

What to do if I faced this error when trying to add a lead to Surfe?

Activate your Leads in your Copper account

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