By connecting Copper to Surfe, you will be able to manage the data and content that is in your CRM directly from LinkedIn.
Download the Surfe Chrome extension.
Surfe will automatically open LinkedIn for you. When the welcome message appears, click ‘Get started!’
Surfe will ask you which CRM you want to set up. Select the Copper logo.
In the next window, you’ll be asked to enter your Copper API Key and email address.
To generate an API key, in Copper go to Settings > Integrations > API Keys > Generate API Key. You can copy and paste this API Key into Surfe. Each user has their own key, linked to their email, so the API key needs to be integrated for each user.
Are you working with Leads in Copper? You can activate this feature directly in your CRM. You can read more about it here.
If you need more help with your Copper account or API key, please contact the Copper customer support team.
Note: What to do if I faced this error when trying to add a lead to Surfe?
Follow the following steps: