How to set up your Copper integration with Parallax

  1. Click on "Settings" in the left-hand navigation bar, then click "Integrations"
  2. Click "Connect to Copper"
    1. Enter your Personal Access Token, External ID, and Token Owner Email Address 
    2. If you don't have the required information, Navigate to your Copper Account
    3. Click on "Settings"
    4. Click "Integrations"
    5. Click "API Keys"
    6. Obtain the API Key, External ID, and Token Owner Email 
    7. If you are missing any of this information, you can obtain it by clicking the "Generate API Key" buttonCopperImage.png
  3. Your pipelines should appear. If they do not, click "Edit Integration" and "Sync." Once the sync is complete, you will be prompted to select your Copper stages
  4. Once selected, click "Sync Copper stages"

With that you're all set and ready to go!

Embedded Parallax App

The embedded Parallax App will pull in Parallax Service Offerings so they can be attached to deals directly within Copper. 

Note: The embedded app is only available if utilizing Copper's Business Plan. If you are not on the Business Plan, you can add Service Offerings to Sales Pipeline deals directly within Parallax instead.

In the sidebar of Copper, click on "Settings," then scroll down to the "Integrations" section and click on the link "Integrations." Scroll to the bottom of the main window and click on the box titled Create an embedded web app. copper-settings-integrations.png

This will open a modal where we will setup the Parallax-Copper integration.

For the URL to add, please reach out to your CSM!

 

Workflow: 

For a Deal to move from the Sales Pipeline to Active Projects, that Deal needs to meet three criteria in Copper:

  1. Deal was created in and is currently in an Included Pipeline (found in Settings > Integrations).
  2. Deal was moved to a 100% Stage.
  3. Deal was marked "Won".

These steps must be done in order, because Parallax doesn't accept changes after or while a Deal is marked as "Won."

If you're not seeing a Deal in either Sales Pipeline or Active Projects, mark it as "Open" and move it to an Included Stage less than 100% (sync Copper at Settings > Integrations if Deal doesn't appear right away), then follow the above steps in order.


For more info check out Copper's article here: Embedded Integrations

 

Powered by Zendesk