Copper CRM

[Sandra Buckley]

Hi team
I have successfully connect Google sheets to transfer data to Copper CRM, but there is no option to bring across the person's position title from Papply Connect to Copper.

Is it possible to include the Position Title as an option.

The workflow is called BNP Google Sheets to Copper

Thanks kindly
Sandra

 

[Supreme]

Hey @Sandra Buckley

We have added the Title Field in the Cooper action step to create a person.

 

[Sandra Buckley]

Thank you Supreme

I can see that field Title is now available however it doesn't transfer the data into Copper.
And also the Company name is now not an option, which it was prior to the change.

Workflow - BNP Google Sheets to Copper

Thanks
Sandra

 

[Supreme]

Hey @Sandra Buckley

Kindly reconnect the action step once and then try again. As we have tested the same at our end and it is working accordingly.

Further, as per the API reference of the Copper application, the Company field is not available.

Also, let us know if that field is a custom field or not.

Create a New Person - Copper Developer API

The Copper Developer API provides a RESTful interface with JSON-formatted responses to access most Copper resources

developer.copper.com