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Pre-Built Tooling

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Objects Supported

Alloy Automation supports syncing the following objects from Copper:
  • Leads
  • People (Contacts)
  • Companies
  • Opportunities
  • Tasks
  • Activities
  • Projects
  • Pipelines and Pipeline Stages
  • Custom Fields
  • Tags
  • Webhooks
  • Related Items (Entity relationships)

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Set Up Guide

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Trial Access

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Authentication (API Key)

Copper uses API Key authentication via the X-PW-AccessToken header, along with a user email header.

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Generate your Copper API Key

  1. Log in to your Copper account.
  2. Click on Settings (gear icon) in the top-right corner.
  3. Navigate to Integrations → API Keys.
  4. Click Generate to create a new API key.
  5. Copy the generated API key.
  6. Enter your API Key and User Email into Alloy Automation.

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Required Headers

  • X-PW-AccessToken: Your API key
  • X-PW-UserEmail: The email address of the API key owner
  • X-PW-Application: Always set to developer_api

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API Documentation

For detailed API documentation, visit: https://developer.copper.com

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Use Cases

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1) CRM data synchronization

Sync leads, contacts, companies, and opportunities between Copper and other business systems, ensuring consistent customer data across your entire tech stack without manual data entry.

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2) Lead routing and assignment

Automatically create or update leads in Copper based on form submissions, marketing campaigns, or sales activities, and route them to the appropriate sales representatives using custom assignment logic.

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3) Opportunity pipeline tracking

Pull opportunity data, pipeline stages, and deal values from Copper into your business intelligence tools for comprehensive sales forecasting, pipeline analysis, and revenue tracking.

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4) Task and activity management

Synchronize tasks and activities between Copper and your project management or productivity tools, ensuring sales teams stay organized and follow-up activities are tracked across systems.

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5) Relationship mapping

Leverage Copper’s related items functionality to maintain and sync complex entity relationships (people to companies, opportunities to contacts) across your integrated systems for complete relationship visibility.

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API Gotchas

  • ⚠️ Rate limiting: Copper enforces a rate limit of 180 requests per minute per user. Requests exceeding this limit will return a 429 status code. Implement exponential backoff and request throttling.
  • ⚠️ Custom fields: Custom field IDs and structures vary between Copper accounts. Use the field layouts endpoint to discover available custom fields before attempting to read or write custom field data.
  • ⚠️ Lead conversion: When converting a lead to a person, the lead record is archived and cannot be modified afterward. Ensure all necessary lead data is captured before conversion.
  • ⚠️ Webhook limit: Copper allows a maximum of 100 active webhook subscriptions per account. Plan your webhook strategy accordingly to stay within this limit.
For questions or troubleshooting, contact support@runalloy.com.