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Coda

Integration by Coda

Coda is a new kind of doc that brings words, data, and teams together. It comes with a set of building blocks that anyone can combine to create a doc as powerful as an app.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byCoda
Copper plans

Available on Professional, and Business.

Coda plans

Available on Team or Enterprise plans, or a la carte

Category

Productivity

Copper Impact Moment

Coda started in 2014 with a simple observation: In a world full of pre-built tools and applications, why do documents and spreadsheets seem to run the world?

The founding Coda team crossed paths at Google, YouTube, and Microsoft, where they saw their teams stretch the limits of what spreadsheets and documents can do. Then in 2014, they banded together to build the doc they always wanted. One that erased the boundaries between words and data. And where everyone could work together, in their own way, off the same data.

Copper customer Nick Haffie-Emslie built the Copper x Coda Pack to help his video agency better automate processes and maintain reliable connections between their CRM and other areas of their business.

This Coda Pack lets you sync your Copper data into Coda so you can:

  • Slice & dice it for further analysis (like tracking customer value)
  • Add on to it with additional columns and tables
  • Connect it to other parts of your workflow, whether native Coda docs, or other platforms that also have Coda integrations (notifications, project management, accounting, marketing...)
  • Make changes to it that sync back to Copper

For questions, support or troubleshooting, contact the Coda team.

Frequently asked questions

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Chat with support.

What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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