Hi all, if you're a Copper CRM user then this one's for you!
Zapier's built-in integration with Copper doesn't support updating custom multi-select fields at the moment. So here's a post on how to get around that limitation, by using webhooks.
This gist of our post is this recipe which does most of the work with the native integration and the rest with web hooks:
- Set up your zap with a trigger and a Copper action step
- Get your custom field definitions from the Copper API
- Hook up the Copper API to Zapier (via webhooks)
- Add a code step to format your multi-select data
I’ll also include this in my round up of good Zapier guides:
@Optimi! Sounds like you're a Copper partner, eh?
I find myself using the Webhook functionality for many things within Copper. List people by email (instead of hard error that comes with the native search), connect fields, multi-select dropdowns (append vs replace, oh lord).
Would love to learn more about what you do with Copper! Let's connect, sending you a DM 👌
As a quick update,
@Optimi and I had a killer conversation. This community is awesome and never ceases to amaze me.
The strange thing is that both of our businesses happened to be at the same % of annual spend on SaaS down to a hundredth of a percent. And within a tenth of a percent comparing this year to last. Super wild!
We are going to collect more data and aggregate it to see if there's any correlation that we can make across clients based in industry/staff size/etc.
My key takeaways:
I am a Copper user but cannot link Zapier because I am not an admin in my team (and cannot get the API Token).
Is there any other way to link Zapier with Copper for non admin users?