Articles on: Peoplelogic Optimize

What Events Does Aggregate from Copper CRM? uses the latest Copper CRM REST API to aggregate events from the Copper CRM accounts that the API token has access to.  Out of the box we aggregate the following events:

Company Created (also called Account Created in Lexi)
Company Updated (also called Account Updated in Lexi)
People Created (also called Contact Created in Lexi)
People Updated (also called Contact Updated in Lexi)
Lead Created ✅
Lead Updated
Opportunity Contract Sent
Opportunity Won ✅
Opportunity Lost ✅
Opportunity Stage Changed
Opportunity Created ✅
Event Created (note, call, meeting, etc) ✅
Event Updated

✅  Good KPI choices for this integration

Updated on: 17/11/2023

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