--- title: Integration with Copper description: This article will explain the requirements and steps to connect your organization’s CRM to Avoma and review the benefits of the synchronization. --- [Skip to content](https://help.avoma.com/avoma-integration-with-copper-crm#main-content) English Show submenu for translations ![Avoma-Logo](https://help.avoma.com/hs-fs/hubfs/Product%20Newsletter%20Asset/Pricing%20email%20groups/Avoma-Logo.png?width=160&height=37&name=Avoma-Logo.png) - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) Open main navigation Close main navigation - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) - English Show submenu for translations - [Home](https://www.avoma.com/) [Home](https://www.avoma.com/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Avoma Help Center | Documentation, Guides & Support](https://help.avoma.com/?hsLang=en) 2. [Integrations](https://help.avoma.com/integrations?hsLang=en) 3. [CRMs](https://help.avoma.com/integrations?hsLang=en#crms) # Integration with Copper ## This article will explain the requirements and steps to connect your organization’s CRM to Avoma and review the benefits of the synchronization. **Add Summarized Notes to CRM Records** Avoma will review the meeting participants and check against your CRM for any Lead, Account, or Opportunity; respective meetings will be associated with those objects. Once the meeting notes are available and the correct records has been associated, the notes will auto-sync to Copper. If you need to clean up your automated notes or add additional information, the changes made to the notes will also auto-sync. The synced notes will be visible across all associated records in your CRM. ### **Requirements** You will need a Premium or Business license in order to complete the integration with Copper. ### **Connecting to your CRM** #### 1. Generate an API key inside Copper Go to Settings \> Integrations \> API Keys inside your Copper instance. Click on Generate API Key button to generate an API key. Note down the API Key and Email address. Add a Label to the API key so that you remember that this key is being used by Avoma. [![Avoma- Copper CRM integration](https://help.avoma.com/hs-fs/hubfs/Avoma-%20Copper%20CRM%20integration.png?width=670&height=367&name=Avoma-%20Copper%20CRM%20integration.png) ![Avoma to Copper CRM - Generate API key](https://help.avoma.com/hs-fs/hubfs/Avoma%20notes%20to%20Copper%20CRM.png?width=670&height=367&name=Avoma%20notes%20to%20Copper%20CRM.png)](https://downloads.intercomcdn.com/i/o/284546161/433cd391dc3daceae9458771/Screenshot+from+2021-01-06+11-23-12.png) #### 2. Contact Avoma Support to securely transmit the API Key Navigate to [https://app.avoma.com/settings/crm](https://app.avoma.com/settings/crm) and click on the "Contact Us" button on the Copper Integration card to contact Avoma team on instructions to securely transmit the API key and email address generated in the first step. #### 3. Our team will confirm when your account is connected and your meetings will begin syncing. ### **Disconnect Instructions** If you are changing your organization’s CRM or need to disconnect for any reason, please reach out to [help@avoma.com](mailto:help@avoma.com), and our team will assist you.  - [Avoma Configuration (Admins)](https://help.avoma.com/avoma-configuration-admins?hsLang=en#main-content) - [Authentication](https://help.avoma.com/avoma-configuration-admins?hsLang=en#authentication) - [User and access management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#user-and-access-management) - [Recording, privacy, compliance](https://help.avoma.com/avoma-configuration-admins?hsLang=en#recording-privacy-compliance) - [Integrations & tool connections](https://help.avoma.com/avoma-configuration-admins?hsLang=en#integrations-tool-connections) - [Billing and license management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#billing-and-license-management) - [Meeting Assistant configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#meeting-assistant-configuration) - [Conversation Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#conversation-intelligence-configuration) - [Revenue Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#revenue-intelligence-configuration) - [Adoption, usage, and ROI](https://help.avoma.com/avoma-configuration-admins?hsLang=en#adoption-usage-and-roi) - [Lead routing configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#lead-routing-configuration) - [Avoma Configuration (Members)](https://help.avoma.com/avoma-configuration-members?hsLang=en#main-content) - [AI Meeting Assistant](https://help.avoma.com/avoma-configuration-members?hsLang=en#ai-meeting-assistant) - [Avoma Quick Start](https://help.avoma.com/avoma-quick-start?hsLang=en#main-content) - [Getting started videos](https://help.avoma.com/avoma-quick-start?hsLang=en#getting-started-videos) - [Preparing for a Meeting](https://help.avoma.com/preparing-for-a-meeting?hsLang=en) - [Avoma Scheduler](https://help.avoma.com/avoma-scheduler?hsLang=en) - [Using Avoma During a Meeting](https://help.avoma.com/using-avoma-during-a-meeting?hsLang=en) - [After Meeting Workflows](https://help.avoma.com/after-meeting-workflows?hsLang=en#main-content) - [Meeting notes sync to CRM](https://help.avoma.com/after-meeting-workflows?hsLang=en#meeting-notes-sync-to-crm) - [Conversation Insights](https://help.avoma.com/conversation-insights?hsLang=en) - [Revenue Intelligence](https://help.avoma.com/revenue-intelligence?hsLang=en#main-content) - [CRM Field Mapping and Updates](https://help.avoma.com/revenue-intelligence?hsLang=en#crm-field-mapping-and-updates) - [Forecast](https://help.avoma.com/revenue-intelligence?hsLang=en#forecast) - [AI Win loss Analysis](https://help.avoma.com/revenue-intelligence?hsLang=en#ai-win-loss-analysis) - [Integrations](https://help.avoma.com/integrations?hsLang=en#main-content) - [CRMs](https://help.avoma.com/integrations?hsLang=en#crms) - [Conferencing](https://help.avoma.com/integrations?hsLang=en#conferencing) - [Dialer](https://help.avoma.com/integrations?hsLang=en#dialer) - [Calendar](https://help.avoma.com/integrations?hsLang=en#calendar) - [Collaboration](https://help.avoma.com/integrations?hsLang=en#collaboration) - [FAQs](https://help.avoma.com/faqs?hsLang=en) - [Best Practices](https://help.avoma.com/best-practices?hsLang=en) - [Quick Hit Feature Videos](https://help.avoma.com/quick-hit-feature-videos?hsLang=en) - [Pricing Questions](https://help.avoma.com/pricing-questions?hsLang=en#main-content) - [Trial](https://help.avoma.com/pricing-questions?hsLang=en#trial) - [Add-Ons](https://help.avoma.com/pricing-questions?hsLang=en#add-ons) - [Base Subscription Plans](https://help.avoma.com/pricing-questions?hsLang=en#base-subscription-plans) - [Security](https://help.avoma.com/pricing-questions?hsLang=en#security) - [AI Meeting Assistant](https://help.avoma.com/ai-meeting-assistant?hsLang=en) - [Meeting Collaboration](https://help.avoma.com/meeting-collaboration?hsLang=en) - [What's New](https://help.avoma.com/whats-new?hsLang=en) - [Troubleshooting Call Issues](https://help.avoma.com/troubleshooting-call-issues?hsLang=en) - [Coaching](https://help.avoma.com/coaching?hsLang=en) - [Avoma extension](https://help.avoma.com/avoma-extension?hsLang=en) [![Chill listening crop-3](https://help.avoma.com/hs-fs/hubfs/Avoma_Logo_Dark_Large-2.png?width=100&height=24&name=Avoma_Logo_Dark_Large-2.png "Chill listening crop-3")](https://help.avoma.com?hsLang=en) Avoma Help Center [mailto:help@avoma.com](mailto:help@avoma.com) Copyright © 2025, Avoma, Inc.