Copper CRM integration
Automate documents from Copper CRM data
Copper CRM integration lets you generate documents directly from Copper deals, contacts, and opportunities. Portant pulls Copper data into your templates automatically. Use Google Docs, Slides, or Word templates with Copper data for contracts, proposals, and invoices.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
What you can do with Portant and Copper
Pull data from Copper records
Contact names, deal values, company details, and custom fields from Copper fill into your document templates automatically.
Generate from Copper deals
Create documents directly from Copper opportunity records. One click generates a complete document with all fields filled in.
Works with Google Workspace
Copper and Portant both integrate with Google Workspace. Use Google Docs and Slides templates with Copper data seamlessly.
Track documents in Copper
Generated documents link back to the Copper record. Track document status alongside your deals.
Use Copper with Portant for
solution
Contracts
Generate contracts from Copper deals with contact and company data pre-filled.
Learn more →solution
Proposals
Build proposals with Copper opportunity data, pricing, and contact details.
Learn more →solution
Quotes
Create quotes from Copper deal data with accurate pricing.
Learn more →How to set up Copper with Portant
Step 1
Connect Copper to Portant
Link your Copper CRM account to Portant with a one-click authorization.
Step 2
Choose a template
Use a Google Docs, Slides, or Word template with Copper data tags.
Step 3
Map Copper fields
Connect Copper contact, company, and opportunity fields to template placeholders.
Step 4
Generate documents
Create documents from Copper records with all fields filled in automatically.
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions about Copper
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Start automating documents from Copper
Connect your Copper CRM and generate your first document in minutes.