Copper CRM
Overview
Copper is a CRM tightly integrated with Google Workspace, organised around Companies, People, and Opportunities. AFI’s Copper integration creates a Company, Person, and Opportunity in one call from each matching form submission, with Pro adding a separate Lead-creation task.
Supported actions
- Create New Company, Person, Opportunity (Free + Pro): combined task that creates a Company, links a Person to it, and adds an Opportunity in a single form submission.
- Create New Lead (Pro): create a Copper Lead record (the pre-conversion entity); useful when the contact hasn’t yet qualified into a Person + Opportunity.
AFI Pro adds richer field mapping for Copper. More sender-plugin field types (phone, date, dropdown, hidden, custom fields) are exposed in the mapping panel, and your Copper custom fields surface alongside the standard ones.
Quick reference
| Need to… | Do this |
|---|---|
| Create just a Person | Fill Person fields only; leave Company and Opportunity blank. |
| Create the full Company + Person + Opportunity triple | Fill in fields under each entity; the records are linked on save. |
| Capture an unqualified Lead | Use Pro’s Create New Lead task; Copper holds the lead until you convert it into a Person + Opportunity. |
| Capture custom fields | On Pro, Copper custom fields appear in the dropdown automatically; refresh the dropdown after adding new fields. |
| Set Opportunity Pipeline / Stage | Map the Pipeline ID and Stage from the Copper configuration; values must match exactly. |
Heads up: Copper authentication needs both an API Key and the Email address of the Copper user that owns the API key. Both are generated in Copper > Settings > Integrations > API Keys. The full setup walkthrough (with screenshots) is below.
Authentication
Before start, you are required to authorize your Benchmark account on the plugin settings page.
Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Copper and hit the Save Changes button at the bottom.
Now find the Copper tab at the top of the settings page click on that, You will be taken to the Copper settings page, where you are to provide Admin Email and API Key then click on Save Changes button. (How to find api keys is instructed in Copper settings page)
Create New Integration
After the authentication part completed you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.
Title
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.
Trigger
Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Action
Select Copper in Platform dropdown. Then select Create New Company person opportunity in the Task dropdown. If you are using pro version you will get another option Copper[PRO] there select it. Then select Create lead to add new lead or Select Create New Company person opportunity in the Task dropdown.
Map Fields
Available Owner List will be auto-populated in the Owner drop-down. Select the desired one. You will find Copper’s Company, Person and Opportunity fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using pro version you can create new lead including custom fields and tags. Use comma without space to add multiple tag, you can map them as you want.
Custom Fields
Text: A text custom field allows not more than 400 characters. If you expect longer text, user textarea fields.
Save Integration
Finally, click the Save Integration button and you are done. Now you can start testing.
Troubleshooting
After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.
How to Integrate different wordpress Forms with Copper
https://youtu.be/T5_WlO5-fWg https://www.youtube.com/watch?v=Em273GZcQbo
Common issues & fixes
Most Copper issues are credentials, required fields, or pipeline-stage values. Work through these in order:
- Paste both the API Key and the Email. Copper’s API requires the user email alongside the key; both come from Copper Settings; Integrations; API Keys.
- Confirm the API user has permission. The API key inherits the Copper user’s permissions; if that user can’t create records in a given Pipeline, the API call fails.
- Map required fields. Person needs Name; Company needs Name; Opportunity needs Name + Pipeline + Stage. AFI Log entry names the missing field.
- Refresh Pipelines / Stages / Custom-field dropdowns. Click the refresh icon next to each dropdown after adding new ones in Copper.
Specific symptoms
- 401 Unauthorized. API Key or Email mismatch; re-copy both from Copper Settings.
- Validation error on save. A required field is blank; AFI Log entry names it.
- Pipeline / Stage mismatch. Stage IDs are tied to specific Pipeline IDs in Copper; pick a matching pair.
- Custom fields missing. Pro is required for full custom-field mapping; click refresh in AFI after adding fields in Copper.
Notes & caveats
- Leads vs People. Pro’s Create New Lead task creates an unqualified Lead in Copper’s Lead module; Create New Company, Person, Opportunity creates the qualified Person + Opportunity triple. Pick the task matching where the contact is in your sales funnel.
- Google Workspace integration. Copper is tightly integrated with Google Workspace; the API key user’s Google identity is used for any activity-stream attribution.
- API rate limits. Copper caps API calls per second per account; enable AFI’s Job Queue (Settings > General) on high-volume forms.