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    Corporate Development
    Nurture founder relationships and outreach
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    Financial Services
    Manage finances and compliance with ease
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    Construction
    Win bids and deliver your team’s best work
Brad Robertson
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Productivity - 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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Jessica Andrews

VP Marketing

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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.

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

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