PandaDocIntegration by PandaDoc
Create stunning proposals and close deals faster with PandaDoc and Copper CRM.
Frequently asked questions
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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?
Our list is growing every day, so check back regularly. If you use a tool that you want to integrate with Copper, make sure to post a request in our Copper Community Product Ideas. We also recommend checking out Zapier, where you can build your own no-code Copper integrations with 3000+ other apps. And if you know how to code, you can use our open CRM API.
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 email@example.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.