Copper CRM for Gmail

Contacts, sales and projects linked to Gmail

Copper CRM for Gmail connects customer records with email history through automatic sync and a Chrome sidebar. Manage people, companies, opportunities, projects and tasks beside a conversation. Use Copper's web app for the full pipeline view, reports and account settings.

Copper sales and projects pipeline with account management navigation.

What is Copper?

Track people, companies, opportunities, projects and tasks in the same CRM. Basic includes sales pipelines, project management and task automation. Professional adds workflow automation, bulk email and reporting. Business adds email series and custom reporting for customer follow-up.

Signing up with a Gmail address activates email synchronization. Copper imports recent correspondence, looks back further when you add a person or lead, and continues syncing new exchanges. Emails between Copper users and addresses on your organization's domain are excluded from that automatic history.

Copper interface languages

Who it suits

Google-focused teams tracking sales and customer delivery in one CRM.
Teams that want a Gmail sidebar and a separate pipeline view.

Projects

Basic includes project management alongside sales pipelines, so you can track delivery work in Copper after a sale.

Email sync

The Gmail integration keeps customer correspondence on CRM records. It includes historical emails and settings for who can see messages and associated files.

Tasks

Link tasks to customer work and show due dates as Google Calendar events, alongside meetings and other scheduled work.

How Copper works with Gmail

Install the Chrome extension to open Copper beside Gmail. Manage records, create tasks and use the email tools included in your plan. Open the web app when you need to view the full pipeline, run reports or change account settings.

Dated tasks can appear on the Copper Reminders calendar in Google Calendar. Meetings can also link to people or leads when attendee addresses match their records. Review the calendar and email visibility settings so the team shares the information you intend.

Getting started

Create Copper with the Gmail account you want to connect. In Email Settings & Templates, choose email visibility and whether associated files should link to records.
Install the Chrome extension and open a customer conversation in Gmail. Add or find the person record, then link the opportunity, project or next task.
Set up pipelines in the web app. Review Google integration settings and enable the one-way contact sync and task calendar sync you want to use.

Copper features

31 parameters · 8 groups

Accounts

Personal Gmail Support for a personal Gmail account, not only a Google Workspace organization.: Available
Google Workspace Support for Google Workspace Gmail accounts; administrator approval may be required.: Available

Customer records

Contacts Create and maintain CRM records for individual people.: Available
Companies Store company information and link it to customer work through company records or fields on contacts.: Available
Custom fields User-defined fields on CRM records, beyond changing a layout or renaming a status.: Available
Contact sync Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.: Available
One-way sync creates and updates Google Contacts from Copper on all plans. Google Contacts edits do not sync back.

Work management

Sales pipelines Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.: Available
Deals Track sales opportunities with a status or stage. This includes projects used to manage deals.: Available
Projects Manage projects through dedicated records or workflows beyond tracking a sales opportunity.: Available
Tasks Create actionable tasks with an owner, status or due date.: Available
Notes Save internal notes associated with a contact, email or CRM record.: Available
Files Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.: Available
Link Google Drive files or folders in a record's Files section. Email attachments can also be linked automatically to a person and related company or opportunity. Preview those files or attach them to future emails. Google Drive integration and file uploads are included across the CRM plans.
Web capture Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.: Not verified
Saving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified.
Reminders Date-based or message-triggered reminders for a follow-up or task.: Available
Calendar sync Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.: Available
Optionally sync Copper tasks to Google Calendar. Meetings are logged automatically against matching CRM records. Full two-way event editing has not been verified.

Email

Email linking Associate or log email conversations with a contact, project or CRM record.: Available
Email sync Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.: Available
Choose email visibility and related-file settings. Internal company-domain emails are excluded from sync.
Email tracking Track email opens, link clicks or both.: Plan-dependent
Open tracking requires Professional or Business; automatic link tracking requires Business. Emails sent from Gmail mobile are not tracked.
Email templates Reusable email message templates or snippets.: Available
Mail merge Send personalized email to multiple contacts from one campaign or bulk-send workflow.: Plan-dependent
Bulk email is included on Professional and Business.
Email scheduling Schedule an outgoing email for a future send time.: Plan-dependent
Delayed sends through email automation require Professional or Business. A separate Gmail compose scheduler has not been verified.
Email sequences Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.: Plan-dependent
Multi-step email series require Business.

Collaboration

Shared inbox A shared email workspace where multiple people handle the same conversations.: Not verified
Team assignment Assign customer work, records, tasks or conversations to another team member.: Available

Automation

Workflow automation Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.: Available
Basic includes task automation. Workflow automation requires Professional or Business.

Data

Reporting Built-in CRM reporting or dashboards, including documented statistics views.: Plan-dependent
Reporting requires Professional or Business.
Data import Import CRM records from a file or another supported data source.: Available
Data export Export CRM records or reports to a downloadable file.: Available
API access Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.: Plan-dependent
API access requires Professional or Business.

Mobile

Mobile CRM Officially supported CRM access through a mobile app or mobile web interface.: Available
Separate iOS and Android apps.
Gmail mobile CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.: Not verified

Pricing and plan requirements

Basic plan

$23/user /month

Basic · Billed yearlyFree trial available

View pricing

What to check before choosing

The Chrome sidebar handles records and email actions. Full pipeline views and reports open in Copper's web app.
Bulk email, reporting, workflow automation and email open tracking require Professional or Business. Multi-step email series require Business.
Contact synchronization runs from Copper to Google Contacts. Changes made in Google Contacts do not return to Copper.

Copper: common questions

Can I use every Copper view inside Gmail?

The Chrome extension provides record management and supported email actions beside Gmail. Open Copper's web app for full pipeline views, reports and account settings.

Does Copper sync Google Contacts in both directions?

No. Copper creates and updates contacts in Google Contacts through a one-way sync. Edits made in Google Contacts do not update Copper records.

Does Copper have a free plan?

Copper offers a 14-day trial without a credit card. Continued use requires a paid plan: Basic, Professional or Business.

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