Reasons to Integrate Copper (formerly ProsperWorks) with Google Sheets

• The integration automates the tracking of activity, saving valuable time.
• It allows for easy import of data into the CRM.
• Improves collaboration among team members.
• Reduces the risk of manual data entry errors.
• Enables users to select cells in Google Sheets that impact the progress of Betterworks milestones.
• Developers can use the new Sheets API to create deep integrations with Google Sheets.
• The Sheets API provides programmatic access to Sheets features, enhancing app functionality.
• Facilitates the push and pull of data between an app and Google Sheets, enabling collaborative data management.

Setting Up the Integration Between ProsperWorks and Google Sheets

Integrating ProsperWorks, now known as Copper, with Google Sheets is a process that enhances the efficiency of managing leads and customer information. The integration is facilitated through LeadsBridge, which acts as the connecting platform. The setup requires a series of steps to connect the two applications, allowing for the seamless transfer and synchronization of data.

1. Use LeadsBridge by clicking on the Create new Bridge button to start the integration process.
2. Select ProsperWorks as the source app and Google Sheets as the destination app to establish the correct data flow.
3. Enter necessary credentials such as the Access Token and Owner Email to connect ProsperWorks with LeadsBridge.
4. Configure additional integration settings to cater to your specific requirements, including the option to allow duplicates if needed.
5. Connect and configure Google Sheets, choosing settings like whether to allow duplicates and setting up to receive email receipts for each incoming lead.
6. Map the fields from ProsperWorks to the corresponding fields in Google Sheets to ensure accurate data placement.
7. Utilize the functions provided by LeadsBridge to customize the information being transferred according to your preferences.
8. Implement a filter, if necessary, to only synchronize specific leads based on predefined criteria.
9. Run a test of the connection to verify that the integration is working correctly and that data is flowing as expected.
10. Save and publish the bridge to finalize the integration and begin using the connected systems.

Integrating ProsperWorks with Google Sheets

There are several methods to integrate ProsperWorks, now known as Copper, with Google Sheets, allowing for a seamless data transfer and management experience. One of these methods involves using LeadsBridge, a third-party service that facilitates the connection between the two platforms. Another alternative method is to use Sourcetable, which can sync live data from a wide range of apps and databases.

Using LeadsBridge for Integration

To integrate Copper with Google Sheets via LeadsBridge, you need to set up a bridge between the two applications. This process begins with creating a new bridge and selecting Copper and Google Sheets as the apps to connect. After providing a name for your bridge, you'll need to configure the integrations on both ends. This involves connecting Copper with LeadsBridge, as well as Google Sheets. Once the connections are established, you can map the fields from Google Sheets to Copper to ensure the correct data transfer. For more refined control, LeadsBridge allows you to add a filter for incoming leads. After the setup is complete, test the connection to make sure everything is working correctly. Finally, save and publish your bridge to start automating your data transfer.

Alternative Method: Using Sourcetable

Apart from using LeadsBridge, an alternative method for integrating Copper with Google Sheets is through Sourcetable. Sourcetable is a powerful tool that syncs your live data from nearly any app or database, including CRM platforms like Copper. This can be an efficient solution for those seeking direct synchronization without the need for setting up a bridge.

Common Use Cases

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  Connect google sheets to copper using leadsbridge
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  Set up bridge to connect google sheets and copper
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  Configure integration settings
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  Map google sheets information to copper fields
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  Set up a leads filter to sync only certain leads (optional)

Frequently Asked Questions

How to connect Google Sheets with ProsperWorks using LeadsBridge?

You can connect Google Sheets with Copper (formerly known as ProsperWorks) by creating a new bridge in LeadsBridge. Configure the bridge settings, authorize Google Sheets, obtain an access token from Copper, and map your Google Sheets information with your Copper fields using LeadsBridge.

How to set up a bridge connection with Google Sheets and ProsperWorks?

To set up a bridge connection, use LeadsBridge to create a new bridge, name it, and configure the integration settings. Map the fields between Google Sheets and Copper, add filters if needed, and test your connection before saving and publishing the bridge.

How to map fields with Google Sheets and ProsperWorks?

Using LeadsBridge, you can map your Google Sheets information with your Copper fields. This ensures that the data transferred corresponds to the correct fields in both applications.

How to add a filter for incoming leads using Google Sheets and ProsperWorks?

With LeadsBridge, you can add a filter to your bridge settings to manage which incoming leads from Google Sheets should be transferred to Copper, allowing for more precise data syncing.

How to test a Google Sheets and ProsperWorks connection?

After configuring your bridge in LeadsBridge, you can test your connection to ensure that the data is properly syncing between Google Sheets and Copper. If successful, you can then save and publish your bridge.