Copper

Before you begin

You need an active Copper CRM account with permission to install integrations.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Copper from the list and click Connect
4. Follow the authentication prompts to connect your Copper account
5. Review the requested access permissions and click Connect

Your Copper integration will now appear as connected on your Integrations page.

What to expect

After connecting Copper, Quin automatically syncs contact information and updates records based on your conversations and meetings. When you mention a contact or company, Quin finds the matching Copper record and updates it with meeting notes, tasks, or follow-up information based on your Guidelines. You can also ask Quin questions like “What did I last discuss with Sarah?” and get instant answers without opening Copper.

Examples of what Quin does:

• If you say “Spoke to Marcus Chen about the renewal,” Quin finds Marcus’s record in Copper and adds the note
• When you ask “What’s the status of the Acme opportunity?” Quin pulls the latest details from Copper
• After a meeting ends, Quin updates the contact record with meeting notes and next steps automatically

How it works

Quin has access to a full set of Copper tools across six areas:

People — Quin can search, retrieve, create, update, and delete people records (contacts).

Companies — Quin can search, retrieve, create, update, and delete company records.

Leads — Quin can search, retrieve, create, update, and delete leads.

Opportunities — Quin can search, retrieve, create, update, and delete opportunities (deals).

Tasks — Quin can search, retrieve, create, update, and delete tasks.

Activities — Quin can search, retrieve, create, and delete activities. Activities cannot be updated after creation.

Customizing CRM updates

You can control what information Quin adds to Copper through Guidelines. Provide instructions like “Always log a note after every client call” or “Always assign new leads to the sales pipeline.” Guidelines are instructions that tell Quin how to process your meetings, like “Always draft a follow-up email” or “Highlight client concerns.” They help Quin organize information according to your team’s workflow and record structure.

Troubleshooting

Contact records aren't being updated in Copper

• Verify the Copper integration shows as “Active” in Settings > Integrations
• Check that you have permission to edit records in Copper
• Confirm your Guidelines include instructions to update Copper after meetings
• Make sure the contact exists in Copper before the meeting (Quin updates existing records but may not create new ones automatically)

Quin can't find a contact I mentioned

• Verify the contact exists in your Copper account with the name or email you mentioned
• Try using the contact’s full name or email address for more accurate matching
• Check that name spellings match exactly between your conversation and the Copper record

Updates are going to the wrong record

• Multiple contacts with similar names can cause matching issues. Use full names or email addresses for clarity.
• Review the record in Copper to ensure there are no duplicate entries
• Update your Guidelines to specify how Quin should handle contacts with similar names