What type of information is sent to Copper?
Jiminny creates Activity and Task records. Optionally, Lead Statuses and Opportunity Stages can be updated as part of the activity log workflows.
How do we integrate Copper with Jiminny?
- The first step is to invite the Copper admin as normal.
(The admin of Copper will be your Jiminny owner)
- Once you let us know who that is, we will send an invite to the admin from Jiminny as normal.
- The admin will then come to a sign up page where they'll be able to select their roles within their company and follow the necessary steps until completion.
Once complete, the link will always direct the user to the dashboard.
- Once logged in and on the dashboard, the admin will need to give their API key to our Jiminny engineers for us to insert the key into our database. Please note: This must be done at least 24 hours before the Technical setup once the client has logged in and given the API key to our engineers 😊
Please note: The Jiminny owner needs to be logged for the API key to be integrated.