
Build dashboards, automate reports, and ask questions in plain English — all from your Copper data, no complex infrastructure to maintain.
Have multiple Copper accounts? Analytics across multiple Copper accounts →
Extracts Copper CRM data for contacts (people), companies, opportunities (deals), and projects. This enables analysis of customer relationships and interactions, account health, sales pipeline performance and revenue forecasting, and project workload/status in one place.
Individual contacts linked to companies and opportunities with emails, phones, and tags. Enables segmentation, engagement coverage analysis, and contact-to-revenue attribution.
Organizations/accounts with firmographic details, domains, and social profiles. Supports account segmentation, health scoring, and rollups of pipeline and revenue at the account level.
Sales deals tied to pipelines, stages, values, and probabilities. Enables analysis of pipeline coverage, win rates, stage conversion, deal velocity, and revenue forecasting.
Delivery or internal projects with assignees, status, and custom fields. Used for tracking workload, progress, on-time completion, and post-sales performance.
Uses a Copper API key and your Copper user email via request headers to authenticate
Requires a Copper account to connect.
Operational data, performance metrics, and business insights.
Authenticate Copper in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Copper data lives next to every other source — ready to join.
Build your own with the Definite SDK, or request it. Most go live in days.