Copper

Connect Copper so campaign recipients and tracked viewers land on Copper People, with their viewing logged as activities. Optional activities & automations add milestone activities, tags and fields.

Available on: Pro

Before you start

• A Copper account.
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.
• For campaigns that Copper sends, or for activities & automations: connect as a Copper admin. Zidi must create the Zidi Video Link People field and its activity types in Copper.

Who can connect

Any Zidi user on Pro can connect Copper from their own account. Each connection belongs to one Zidi user, so each teammate connects separately. Connect as a Copper admin if you plan to turn on activities & automations.

Connect Copper

1. In the sidebar, click Integrations.
2. Click the Copper CRM card.
3. Click Connect with Copper. The page says "You will be sent to Copper to authorize Zidi."
4. Sign in to Copper and authorize Zidi.
5. Copper sends you back to the Integrations page with the message "Copper CRM connected successfully!".

Click the Copper CRM card again to see Signed in via: Copper (OAuth) and a Synced records count. This connection does not expire.

Connect with an API key

If your Integrations page shows an API key form instead of the Connect with Copper button, or you click Connect with an API key instead, connect this way:

1. In Copper, open Settings → Integrations → API Keys and copy an API key.
2. In Zidi, enter Copper Account Email: the email address you use to log in to Copper.
3. Paste the key into API Key.
4. Click Test Connection. You should see "Connection successful!".
5. Click Connect with API key.

The page then shows Signed in via: API key and your Account email.

If you are connected with an API key and signing in with Copper is available, the page shows a Reconnect with Copper notice. It says API-key connections are being retired. Click Reconnect with Copper to switch. Your sync history is kept.

What syncs

What Zidi writes depends on whether activities & automations is on.

Zidi creates a Person in Copper for a tracked viewer Copper does not know, with automations on or off. During campaign watching, a Person is created only with automations on. Details are in How CRM sync works.

On a tracked share view with automations on, a progress report that passes several milestones at once, for example when the viewer skips ahead, logs an activity for the lowest milestone only. The Person's tags still show every milestone reached.

Activities & automations

This optional setting logs each milestone as its own Copper activity, tags the Person and keeps engagement fields up to date. Copper filters, Bulk Email and automations can then act on who watched 80%, completed, or clicked the call to action.

Turn it on

1. On the Copper page in Zidi, find Activities & automations. The badge shows Off.
2. Click Enable activities & automations.
3. Zidi creates its activity types and fields in Copper, or finds them if they exist. It also turns on Count as interactions for each Zidi activity type. When everything is ready you see "Copper activity types and fields are ready". If everything exists but Zidi could not turn that setting on, you see "Ready, but one setting needs attention. See the card." instead.

Copper offers an activity type in its People filters only when Count as interactions is on. With it on, each milestone logged with a Zidi activity type also updates the Person's Interactions, Last Contacted Date and Inactive Days, and appears in Copper's activity reports.

While activities & automations is on, Re-check Copper setup looks for missing items again. It also turns Count as interactions back on for any Zidi activity type that has it off, for example after an admin turned it off in Copper. Once setup is complete, Zidi does not check this again by itself. Turn off stops activities & automations. Nothing is deleted from Copper when you turn this off or disconnect.

Launching a campaign that Copper sends also creates these items, even when activities & automations is off.

What Zidi creates in Copper

Zidi CTA Clicked is a Yes/No dropdown. Zidi Engagement is a dropdown with four levels:

With automations on, or on a campaign that Copper sends, launch also tags each Person with zidi-campaign- followed by the campaign name in lower case with dashes (at most 40 characters). The campaign page shows the exact tag.

If items need a Copper admin

Creating activity types and fields needs Copper admin rights. If Zidi cannot create some of them, you see "Enabled, but some items need a Copper admin. See the card for details." The card then lists the missing items and says: "Zidi could not create these in Copper (admin rights needed). Ask a Copper admin to create them under Settings > Customize, using exactly these names: …" When that list names activity types, the card also asks the admin to tick Count as interactions for each one.

Until then, Zidi logs plain notes plus tags. Tags always work. After the admin creates the items, click Re-check Copper setup.

Turning on Count as interactions needs a Copper admin too. If Zidi cannot turn it on, the card says:

Zidi could not turn on "Count as interactions" for these activity types: …. Without it, Copper does not offer them in its People filters. Ask a Copper admin to turn it on under Settings > Customize > Manage Activity Types, then click Re-check Copper setup.

The card shows this even when every Zidi activity type and field exists. Zidi still logs activities of those types.

An item marked "(disabled in Copper)" exists but is switched off. Ask a Copper admin to turn it back on.

Campaigns that Copper sends

When Copper is connected, creating a campaign asks Who sends the email?

• Zidi sends: you upload recipients and send from Zidi through your own mail server.
• Copper sends: Zidi makes a personal link for each Person and writes it to Copper. You send with Copper Bulk Email or Email Automation, using the People field Zidi Video Link. Zidi sends no email.

Copper-sent campaigns need the Pro plan. Below Pro, creating or launching one shows "Copper-sent campaigns require a Pro plan". Nothing is created, and a draft stays a draft. To launch such a draft below Pro, click Switch to Zidi sends on its campaign page. It keeps your recipients, and you can't switch it back. See Campaigns sent from Copper.

If Zidi cannot create the Zidi Video Link field, the link is not written to it, and a Bulk Email that uses that merge field has no link. Ask a Copper admin to create the field. See If items need a Copper admin.

On Pro, a Copper-sent draft's Recipients tab offers Import audience from Copper. Enter a Copper tag, pick a Contact type, or both. Click Preview to see the count, then Import from Copper. This works only while the campaign is a draft. People without an email address are skipped, and your plan's recipient limit applies. See Personalized campaigns.

Disconnect

1. In the sidebar, click Integrations, then the Copper CRM card.
2. Click Disconnect Copper.

There is no confirmation step. Zidi disconnects at once and shows "Copper CRM disconnected". Zidi deletes its stored sign-in token or API key. It does not ask Copper to cancel the authorization you gave there. People, activities, tags, fields and activity types stay in Copper.

If you signed in with Copper, also remove Zidi in Copper under Settings → Integrations → Active Integrations. A Copper admin can do this for other users.

If you connected with an API key, also delete that key in Copper under Settings → Integrations → API Keys.

Troubleshooting

• A dialog says "Connecting Copper CRM to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• "You cancelled the Copper CRM connection. Nothing was changed." You declined on the Copper screen. Click Connect with Copper again.
• "CRM integrations need the Pro plan." Zidi checks your plan again when Copper sends you back, and you were not on Pro. Upgrade, then connect again.
• "That sign-in link expired or was opened in a different browser session. Please start the connection again." You came back signed in to a different Zidi account, or the return link was incomplete. Sign in to the right Zidi account and start again.
• "This integration is not available right now. Please contact support." Contact support.
• "Could not connect Copper CRM. Please try again." Try again. If it keeps happening, contact support.
• "Invalid API key or email. Check your Copper API settings." The key or the email is wrong. The email must be the one you log in to Copper with.
• "Invalid email format" Check the Copper Account Email field.
• "Could not reach Copper API server." or "Connection failed (HTTP …)" Copper did not answer normally. Try again in a few minutes.
• "This integration requires a Pro plan." Saving a connection and turning activities & automations on or off need Pro. If you are no longer on Pro, Zidi has already stopped sending campaign and tracked-share updates to Copper. To remove the connection, click Disconnect Copper.
• "Could not reach Copper to set up activity types and fields. Try again." Click Enable activities & automations again.
• Activities show as plain notes. Some Zidi activity types are missing or disabled. See If items need a Copper admin.
• Dropped off Pro? Campaign pushes, campaign activities and tracked-share activities stop, and the connection stays. Upgrading resumes them without reconnecting. Nothing from the gap is saved up to send later. After you upgrade, the next time a recipient opens or watches their link, Zidi writes their current progress. With activities & automations on, that includes an activity for each milestone they have reached that is not yet in Copper.
• People not found? Zidi searches Copper People by the recipient's email address. Check that the address matches.