Copper

Copper keeps track of every person, company, and deal in one place, but only if someone remembers to update it after each conversation. Quin connects to Copper and updates records the moment relevant details come up, whether that's a quick call recap or a new opportunity worth tracking.

What you can do with Copper and Quin

• Get a contact's record updated the moment you mention them.
  Say “Spoke to Marcus Chen about renewal,” and Quin finds his record and logs the note.
• Ask what you last discussed with someone and get a direct answer.
  It's pulled straight from Copper instead of found by scrolling through activity history.
• Create and update leads as they develop.
  A plain request is enough to move one from a first conversation to a tracked opportunity.
• Log activities tied to a contact, company, or deal.
  Once created, an activity stays as the record of what happened, exactly as it was logged.
• Manage tasks tied to any Copper record.
  A commitment made on a call becomes a task assigned to the right person.
• Set Guidelines for how Copper gets updated.
  Instructions like “log a note after every client call” tell Quin exactly what you want tracked.

Who this helps most

• Relationship-driven sales and account teams, where the value of Copper depends on how current the notes stay.
• Teams juggling companies with multiple contacts, since updates land on the right person without guessing who to credit.
• Anyone managing several deals in different stages at once, where logging each conversation by hand is the first thing to slip.

How this shows up day to day

• A renewal call ends with a decision that needs logging.
  Mentioning it is enough to get the contact's record updated with the outcome.
• A first conversation with a new lead turns into a real opportunity.
  Creating it in Copper happens as part of the same conversation.
• A task gets assigned mid-call to follow up next week.
  It shows up on the right record with the right owner, not a note to remember later.

Frequently asked questions

What happens when I connect Copper?
Quin can search, create, and update people, companies, leads, and opportunities in Copper, log activities, and manage tasks, all from conversation.

Do I need a specific Copper plan to connect it?
Yes. The integration is available on Copper's Professional and Business plans.

Can I change an activity after Quin logs it?
No. Activities can be created and deleted, but not edited once they exist. Correcting a mistake means logging a new one.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Copper.

Does Quin replace Copper?
No. Copper stays the system of record for your contacts and deals. Quin keeps it current and answers questions about them, but Copper remains where the data lives.