Integrating Copper CRM with Josys enables the IT Admin to view the accounts.
Key benefits
When you integrate Josys with Copper CRM, you can view a list of user accounts, including their status, roles, and teams. Note: Josys supports multiple Copper CRM integrations.
Prerequisites
Before you begin with the integration, make sure that you have:
- A Copper CRM admin account
- The API Token Owner's Email and API Token.
- A Basic, Professional, Business plan.
Locating the API Token Owner's Email and API Token
Step 1: Log in to Copper CRM using an admin account.
Step 2: Click Settings and select the API Keys from Integrations.
Step 3: Click GENERATE API KEY. Copy the API key for later use in the integration steps.
Steps to Integrate
Step 1: Select Copper CRM from the App Catalog in the Apps section.
Step 2: Provide a suitable Label for identification, API Token Onwer's Email, and API Token copied in the previous section. Click Next to proceed.
Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.