Copper
The Copper integration connects your customer's SaaS data to Kickplan, allowing you to seamlessly manage accounts, plans, feature usage, and billing. By linking Copper's CRM capabilities with Kickplan's monetization platform, you gain a comprehensive view of your customers and business performance, enabling data-driven decision-making and streamlining revenue operations.
The connection supports only read (incoming) operations from Copper.
- In Kickplan, go to Connections and Create Connection.
- Search for Copper
- After creating the connection, click on the card, and select Activate and fill in your credentials.
Information you'll need to establish a connection:
- API Keys
Copper is a cloud-based customer relationship management (CRM) software designed for small and medium-sized businesses. It helps teams manage leads, contacts, deals, and projects, streamlining communication and collaboration throughout the sales cycle. With its user-friendly interface and automation features, Copper aims to boost productivity and drive revenue growth.