Logo for Copper CRM
  • Why Copper
      Icon
    • Organize Contacts
    • Keep all your relationships in one central place
      Icon
    • Automate Tasks
    • Create recurring tasks and notifications
      Icon
    • Email & Marketing Tools
    • Build and maintain personalized relationships at scale
      Icon
    • Track Deals
    • Set up the pipeline that works for you
      Icon
    • Get Reports
    • See how your business is doing with custom reports
      Icon
    • Google Workspace CRM
    • Manage your contacts, deals, emails and more in one place
      Icon
    • Integrations
    • Save time by connecting Copper to popular apps and tools
      Icon
    • Mobile App
    • Move relationships forward while you're on the go
  • Industry
      Icon
    • Agencies
    • Better client relations for advertising and media agencies.
      Icon
    • Consulting
    • Manage clients and deals from one central place.
      Icon
    • Real Estate
    • Real estate professionals manage more listings with Copper.
      Icon
    • Corporate Development
    • Track and manage deals in one place with Copper.
      Icon
    • Technology
    • Innovate and scale faster with less crm busy work.

      See for yourself how Copper helps over 30,000+ companies grow

      Try it free
      Live chat
  • Pricing
  • Google Workspace CRM
  • Resources
      Icon
    • Blog
    • News, stories and latest thinking on sales, marketing and more.
      Icon
    • eBooks + Guides
    • In-depth guidance and best practices to take CRM further.
      Icon
    • Case Studies
    • See how Copper customers are driving success on our platform.
      Icon
    • Help Center
    • Browse our knowledge base to find answers.
      Icon
    • Webinars
    • Check our schedule and sign up for our online events.
      Icon
    • Community
    • Share product ideas, get answers, and learn from other users.
  • Go to Copper
Logo for Copper CRM
  • Why Copper
  • Industry
  • Pricing
  • Google Workspace CRM
  • Resources
  • Go to Copper
    Icon
  • Organize Contacts
  • Keep all your relationships in one central place
    Icon
  • Automate Tasks
  • Create recurring tasks and notifications
    Icon
  • Email & Marketing Tools
  • Build and maintain personalized relationships at scale
    Icon
  • Track Deals
  • Set up the pipeline that works for you
    Icon
  • Get Reports
  • See how your business is doing with custom reports
    Icon
  • Google Workspace CRM
  • Manage your contacts, deals, emails and more in one place
    Icon
  • Integrations
  • Save time by connecting Copper to popular apps and tools
    Icon
  • Mobile App
  • Move relationships forward while you're on the go
    Icon
  • Agencies
  • Better client relations for advertising and media agencies.
    Icon
  • Consulting
  • Manage clients and deals from one central place.
    Icon
  • Real Estate
  • Real estate professionals manage more listings with Copper.
    Icon
  • Corporate Development
  • Track and manage deals in one place with Copper.
    Icon
  • Technology
  • Innovate and scale faster with less crm busy work.

    See for yourself how Copper helps over 30,000+ companies grow

    Try it free
    Live chat
    Icon
  • Blog
  • News, stories and latest thinking on sales, marketing and more.
    Icon
  • eBooks + Guides
  • In-depth guidance and best practices to take CRM further.
    Icon
  • Case Studies
  • See how Copper customers are driving success on our platform.
    Icon
  • Help Center
  • Browse our knowledge base to find answers.
    Icon
  • Webinars
  • Check our schedule and sign up for our online events.
    Icon
  • Community
  • Share product ideas, get answers, and learn from other users.
    Arrow pointing to left
    All posts

    2 min READ

    Coda and Copper make it easy to visualize CRM data alongside other popular tools

    Use Coda and Copper to easily pull in business data from CRM and other systems to help teams visualize their projects and take action

    Share social links

    Copy blog urlTwitter share logoLinkedin share logoEmail to logo
    Article featured image
    Author photo: Jessica Andrews

    Jessica Andrews

    VP Marketing

    March 23, 2023

    Share social links

    Copy blog urlTwitter share logoLinkedin share logoEmail to logo

    We’re happy to highlight Coda as our integration of the month. Coda is an all-in-one document app that provides a powerful set of building blocks to create custom data and collaboration spaces.

    Coda integrates with both Copper and popular tools — like QuickBooks and Asana — to bring multiple data sources together in a visual way. With the Copper Coda Pack, you can:

    • Slice and dice Copper data for further analysis
    • Add on to Copper data with additional columns and tables
    • Connect Copper to other parts of your workflow, whether native Coda docs, or other platforms that also have Coda integrations
    • Make changes within Coda tables that sync back to Copper

    The Copper Coda Pack was created by Copper customer Nick Haffe-Emslie. Nick’s team at VMG Cinematic – a video production company – was using Coda for internal documentation, and they’d already integrated other tools into Coda for reporting and overseeing projects. Then, in 2022, Coda invited makers to build their own “Coda Packs,” and Nick took on the challenge of building one for Copper. To learn more about Nick and how he uses Copper and Coda together, click here.

    Ready to get started? Check out all the details on the Copper x Coda integration here. To access this integration, you’ll need subscriptions to Copper and Coda, as well as a subscription to Nick’s Copper Pack.

    Try Copper free

    Instant activation, no credit card required. Give Copper a try today.

    Try freeDemo
    Ideo graphic
    Masterclass graphic
    Swell graphic
    Bubbles graphic
    Try Copper free image

    Keep Reading

    All posts
    Arrow pointing to right
    Featured image: Copper CRM product principles … 2023 and beyond

    6 min READ

    Copper CRM product principles … 2023 and beyond

    How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

    Featured image: 12 Custom sales pipeline structure ideas worth stealing

    6 min READ

    12 Custom sales pipeline structure ideas worth stealing

    Building the right sales pipeline structure in your CRM system can help you better manage sales workflows and gain keys. Choose from these sales pipeline ideas.

    Featured image: How to get more leads and hit your sales quota

    3 min READ

    How to get more leads and hit your sales quota

    Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

    Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

    2 min READ

    Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

    Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.

      Copper's brand logo
    • Company
    • Team
    • Careers
    • Press Kit
    • Contact Sales
    • Talk to Sales
    • TRUSTe Privacy Certification
      Why Copper
    • Organize Contacts
    • Track Leads & Deals
    • Build Pipelines
    • Scale communications
    • Reporting & Insights
    • Mobile CRM
    • Security & Privacy
    • See All Features
    • Pricing
      Solutions
    • Agency CRM
    • Technology CRM
    • Consulting CRM
    • Real Estate CRM
    • Small Businesses
    • Mid-Market
    • Enterprise
      CRM for Google Workspace
    • Google Workspace CRM
    • Gmail CRM
    • Google Sheets CRM
    • Official Google Workspace Partner
    • Chrome Store App
    • Android Mobile App
      Integrations
    • Slack
    • Zendesk
    • HubSpot
    • QuickBooks
    • Docusign
    • See all integrations
      Learn
    • Blog
    • Webinars
    • eBooks & guides
    • CRM 101
    • Case Studies
    • Help Center
    • Community
    • Developers
    Copper CRM, Inc. © 2023PrivacyTerms
    FacebookTwitter logoLinkedin logoInstagram logoYoutube logo
    Copper CRM, Inc. © 2023PrivacyTerms
    FacebookTwitter logoLinkedin logoInstagram logoYoutube logo