Copper

Powered by Zapier.

What is Copper?

Copper is a CRM built for Google Workspace, tracking people, companies, leads, opportunities, projects and tasks alongside Gmail and Google Calendar. Keeping records current after every call and email is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

What Fabric's assistant can do with Copper

Once Copper is connected, Fabric's AI assistant can update Copper from a simple request.

Find records. The assistant can search people, companies, leads, opportunities, projects and activities. Ask what is open with a company before a call.

Add and update records. It can create or update people, companies, leads and opportunities, with find or create options that avoid duplicates. Notes from a meeting in Fabric can become an updated opportunity.

Log activity and tasks. Create Activity logs a call or meeting, and Create Task sets the next step.

Projects. It can create and update projects and associate records with them.

You stay in control

The assistant works from your instructions, and it confirms with you before changing many records at once, unless you've told it not to for a particular task. Searching never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a weekly list of stalled opportunities. The connection also includes many events, such as New Lead, New Opportunity, Updated Opportunity Stage and New Task, which can start an automation.

Search your CRM from Fabric

Connecting Copper also adds keyword search over your Copper records from Fabric's main search.

How people use it

Sales teams log a call and update the opportunity stage in one request.

Agency owners create a project when a deal closes.

Consultants add new contacts from a conference list.

Account managers set follow up tasks after a meeting.

Frequently asked questions

What does the Copper connection do?

It lets Fabric's assistant search, create and update people, companies, leads, opportunities and projects, log activities and create tasks, and it adds keyword search in Fabric.

Can I update Copper with AI?

Yes. Tell the assistant what changed and it updates the record.

Can it log a call?

Yes. Create Activity records it.

Can it avoid duplicates?

Yes. Its find or create options check for an existing record first.

Can it move an opportunity to a new stage?

Yes. Update Opportunity changes the stage.

Does the assistant change records on its own?

No. It acts on your instructions.

Is my data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.

Does Fabric work with other sales tools?

Yes. You can also connect Gmail and HubSpot. See the CRM use case.