Copper connector

Use your Copper data for reporting, automation and AI.

Data Panda brings your Copper CRM together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your account team uses every day.

About Copper

The CRM that lives inside Gmail and Calendar.

Copper is a San Francisco company founded in 2011 by Jon Lee and Jon Aniano under the name ProsperWorks. The product rebranded to Copper in July 2018 to mark a deeper Google Workspace partnership, and the company has since grown past 200 staff with around 87 million dollars in venture funding from GV, NextWorld Capital, Norwest Venture Partners and True Ventures. Today the platform reports more than 30,000 customers across 100-plus countries, with a strong base in agencies, consultancies, real estate, professional services and other relationship-driven small and mid-sized teams.

The product was built end to end for Google Workspace. Once the Chrome extension is installed, Copper opens as a sidebar inside Gmail, Calendar, Docs and Drive, so a salesperson reading a customer thread can update the opportunity, log the call, attach a Drive file and schedule the next follow-up without leaving the email. People, companies, opportunities, projects, tasks and activities are the same objects every CRM has, but the path to them runs through the inbox instead of a separate tab. Copper is a Google Workspace launch partner and a Chrome Enterprise Recommended app, and it ships with native add-ons for Gmail, Calendar, Sheets and Slides.

The point of bringing Copper into a warehouse is that the work that happens after a deal closes lives in other systems. The signed contract becomes a project, then an invoice in Exact Online or Stripe, then recurring billing, then a renewal conversation that needs the original email thread back. Copper holds the relationship and the pipeline. Finance holds the cash. Marketing holds the campaigns that produced the lead. Stitching them together on a row keyed by company and opportunity is what turns a CRM into reporting that the partner, the controller and the project lead all read from the same number.

What your Copper data is for

What you get once Copper is connected.

Pipeline next to billed work

Copper opportunities, projects and activities joined to invoices, payments and project hours on one record.

Pipeline by owner, stage and source over the trailing four quarters
Closed-won deals reconciled with Exact Online invoices and Stripe payments
Time from first email to first invoice per account, by industry and deal size

Inbox-driven automation

Let the work that already happens in Gmail trigger the next step in the rest of the stack.

Closed-won opportunity in Copper opens the project, the kickoff Calendar invite and the welcome email
Stage move to proposal posts a scoped Slack message to the account team
New person on a deal gets pulled into the right Mailchimp segment based on industry and stage

AI workflows

Use the inbox-level signal Copper already collects to score deals and surface drift.

Reply-velocity scoring on open opportunities, flagged when a thread goes quiet for the deal type
Renewal-risk scoring on accounts whose Copper activity has dropped below their own twelve-week baseline
Lead-to-billed-revenue attribution across Mailchimp campaigns, Calendly meetings and Copper sources

Custom apps on your data

Internal tools the team asks for that the Copper sidebar does not quite cover.

Account 360 pulling Copper history, Stripe payments, Intercom tickets and project status onto one page
Renewal calendar that orders accounts by contract end and Copper activity decay
Partner commission view tied to closed-won opportunities and paid invoices, not pipeline forecasts

Use cases

Use cases we deliver with Copper data.

A list of concrete reports, automations and AI features we have built on Copper data. Pick the one that matches your situation.

Pipeline by ownerLive deal stage per owner, pipeline and source over the trailing four quarters.

Source attributionWhich Copper lead source produced the deals that closed, not the deals that took a meeting.

Reply-velocity trackingOpen opportunities ranked by how quickly the prospect is replying versus the deal-type baseline.

Stage stagnationOpportunities sitting twice their stage median, surfaced before the weekly pipeline call.

Closed-won to invoiceTime from Copper closed-won to first sent invoice in Exact Online, by account size.

Renewal-risk viewAccounts whose Copper activity has dropped below their own twelve-week baseline.

Project handover healthClosed deals that did or did not turn into a Copper project within seven days.

Partner commission ledgerClosed-won opportunities matched to paid invoices, ready for the commission run.

Account 360Copper history, Stripe payments, Intercom tickets and project status on one account page.

Lead-to-revenue attributionMailchimp campaigns, Calendly meetings and Copper sources tied to billed revenue.

Custom-field hygieneFill rate on the Copper custom fields the partner reports on, ranked by owner.

Lapsed-account listAccounts with no Copper activity for ninety days but an open contract or recurring invoice.

Real business questions

Answers you will finally get.

Which Copper deals closed and turned into billed work?

Copper closed-won opportunities matched to invoices in Exact Online or charges in Stripe, joined on company and opportunity ID. The team sees which signed deals turned into cash, how long that took per account size, and which closed-won deals are still waiting on a first invoice past the team's own median.

Which open opportunities went quiet this week?

Open Copper opportunities where the prospect's reply velocity has dropped below the rolling baseline for that deal type, ranked by stage and forecast amount. Account owners get a short list of threads that need a nudge before the weekly pipeline call, instead of scrolling through every open deal in the inbox.

Which accounts are at renewal risk based on their Copper activity?

Accounts whose meeting, email and note activity in Copper has dropped below their own twelve-week baseline, cross-checked against Stripe billing status and Intercom ticket volume. The renewal team sees which paying accounts have gone quiet long enough to put the next renewal at risk, ranked by contract value.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Closed-won Copper opportunities reconciled against Exact Online invoices and Stripe payments, with account owner, deal source and contract type on the same line. Forecast revenue from the pipeline and billed revenue from finance no longer drift apart between the Monday partner call and the month-end close.

For sales leaders

Pipeline coverage, reply velocity and stage stagnation per owner, alongside the deals that closed and the threads that went quiet. Pipeline reviews move from inbox screenshots to a concrete view of who is sourcing, who is closing and which open opportunities need attention this week.

For operations

Project handover health, custom-field fill rate and lapsed-account exposure on one dashboard. The team sees which closed deals never became Copper projects, which accounts have a contract but no activity, and where the inbox-level CRM has gaps that hurt downstream billing and renewal.

Ideas

What you can automate with Copper.

Pair with Exact Online

Match Copper closed-won deals to Exact Online invoices

Every closed-won opportunity in Copper is reconciled with the invoices Exact Online sends out for the same company, with deal owner, contract type and signed amount on the same line as billed and paid amounts. Finance and the partners read forecast pipeline and booked revenue from the same record, and a deal that never produced an invoice in thirty days gets flagged before the month closes.

Pair with Stripe

Tie Copper accounts to Stripe billing status

Stripe customer, subscription and charge data joins onto the matching Copper company and opportunity, so the account team sees current MRR, last successful charge and any failed payments next to the deal owner and pipeline note. Renewal conversations open on a real billing picture instead of last quarter's spreadsheet.

Pair with Slack

Fire scoped Slack alerts on Copper stage moves

Stage moves, signed proposals and stalled opportunities in Copper push a targeted Slack message to the deal owner, the account channel or the partner channel. The team stops relying on a Monday pipeline export and acts on the deal that needs attention this afternoon, not next week.

Pair with Mailchimp

Sync Copper people into the right Mailchimp segments

New people on Copper opportunities are pushed into Mailchimp audiences keyed by industry, deal stage and account owner, and unsubscribe and bounce signals from Mailchimp flow back as Copper notes on the contact. Marketing stops emailing closed-lost prospects and account owners see which campaigns the contact has opened.

Pair with Calendly

Log Calendly bookings as Copper activities

Every meeting booked through Calendly with a prospect or customer logs as a Copper activity on the matching person and opportunity, with meeting type, host and source link. The pipeline view stops missing the meeting that the salesperson took on a Friday afternoon and the source-attribution report finally counts the calls that came from the website link.

Pair with Intercom

Bring Intercom tickets next to Copper accounts

Intercom conversations, ticket counts and CSAT scores join onto the Copper company and primary contact, so the account team sees support load and sentiment next to pipeline stage and renewal date. Accounts with rising tickets and quiet Copper activity get flagged before the renewal window opens.

Pair with HubSpot

Reconcile Copper deals with a parallel HubSpot instance

For teams that run Copper for the inbox-side account work and HubSpot for marketing automation or a parallel sales motion, the two systems stay aligned on contacts, companies and deal stage. Records that get touched in either place reconcile on the warehouse side, so the lead-to-revenue funnel does not break and account ownership stays clean.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Copper data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Copper to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Copper connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which Copper objects do you pull, and what about custom fields?

People, Companies, Leads, Opportunities, Projects, Tasks and Activities land as first-class tables, joined on the standard Copper IDs. Custom fields and custom activity types are read through the same REST API and land as columns alongside the standard schema, so a sales-ops change in Copper appears on the next sync without a schema rewrite.

What about the Gmail and Calendar activity Copper logs from the sidebar?

The activities Copper writes from the Gmail and Calendar sidebar (sent emails, logged calls, meeting attendance) land in the activities table with type, owner and timestamp. The body of the email is not duplicated into the warehouse; only the metadata Copper itself stores. That is enough to power reply-velocity, last-touch and renewal-risk reporting without copying the inbox.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Copper setup and the systems around it. Together we pick the first thing worth building.

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