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  • Why Copper
  • Industry
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  • Go to Copper
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  • Organize Contacts
  • Keep all your relationships in one central place
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  • Automate Tasks
  • Create recurring tasks and notifications
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  • Email & Marketing Tools
  • Build and maintain personalized relationships at scale
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  • Track Deals
  • Set up the pipeline that works for you
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  • 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
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  • Mobile App
  • Move relationships forward while you're on the go
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  • 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
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    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

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    Article featured image
    Author photo: Jessica Andrews

    Jessica Andrews

    VP Marketing

    March 23, 2023

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    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.

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