Connect Copper to clariBI
Connect Copper with your API key, choose the records to sync, and get your pipeline and companies sitting next to the revenue they drive.
clariBI| Connection | API connector. You enter your Copper credentials. |
| Access | Read-only. clariBI never writes to Copper. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 38 documented Copper endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Copper
Copper is a CRM built for Google Workspace that tracks people, companies, leads, and sales opportunities through a pipeline.
clariBI reads Copper through its REST API using your own API key and account email: opportunities, people, companies, and leads. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: copper.com
What clariBI syncs
clariBI pulls the records you select through the Copper REST API, lands them as a preprocessed dataset, and refreshes them once they are more than a day old. Access is read-only.
For each selected object, clariBI syncs the records with their creation dates, stages, owners, and values, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Copper.
What you can chart
- Opportunities created over time
- Pipeline value and count by stage
- New people and companies per week
- Open and won opportunities by owner
- Records by lead source or tag
How to connect Copper
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Copper, and enter your API key (Settings > API Keys) and the account email the key belongs to. The key is stored encrypted.
Choose the records to sync
Pick the objects to pull (opportunities, people, companies, leads). clariBI reads them read-only.
Sync, then get dashboards
clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How is the pipeline trending by stage?" and clariBI reads the synced CRM data alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "Is our pipeline converting to revenue at the rate we forecast?"
- "Which lead sources produced the opportunities that closed?"
About the Copper connector
What do I need to connect Copper?
Your Copper API key (Settings, API Keys) and the account email the key belongs to. You enter them into clariBI once; the key is stored encrypted.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a person, company, lead, or opportunity.
Which clariBI plans include Copper?
Every plan can connect Copper, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Copper catalog need the trial or a Starter, Professional or Enterprise plan.
Try Copper in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.