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You may need to generate a new API key with the correct access level.",[500,626,628],{"id":627},"data-synchronization","Data Synchronization",[505,630,631],{},"Data syncs between the platform and Copper automatically every 2 hours.",[505,633,634],{},[516,635,636],{},"Imported Objects:",[505,638,639],{},"We import the following Copper objects, automatically resolving relationships between them:",[641,642,643,649],"ul",{},[512,644,645,648],{},[516,646,647],{},"Person",": Syncs persons matched by meeting participant email addresses, including name, email, phone number, and job title",[512,650,651,654],{},[516,652,653],{},"Company",": Imports companies associated with your synced persons, including company name and address",[554,656,657],{"type":556},[505,658,659,661],{},[516,660,561],{},": Persons are imported based on meeting participant emails, so only persons relevant to your meetings are synced — not your entire Copper database.",[500,663,665],{"id":664},"what-you-can-do-after-setup","What You Can Do After Setup",[505,667,668],{},"Once connected, EffiClose automatically enriches your Copper CRM with meeting intelligence:",[641,670,671,677,683,689,695],{},[512,672,673,676],{},[516,674,675],{},"Person matching",": Meeting participants are automatically matched to existing Copper Persons by email. If no match is found, a new Person can be created with name, email, phone number, company, and job title.",[512,678,679,682],{},[516,680,681],{},"Meeting notes",": After each meeting, a summary note is created as an Activity and attached to the relevant Person. The note includes key discussion points, action items, and a link to the full transcript.",[512,684,685,688],{},[516,686,687],{},"Action items as tasks",": Action items identified during meetings are created as Copper Tasks with due dates, linked to the relevant Person.",[512,690,691,694],{},[516,692,693],{},"Call logging",": Meetings are logged as Activities (Phone Call type) in Copper with title, summary, and recording link, associated to participant Persons.",[512,696,697,700],{},[516,698,699],{},"Re-sync past meetings",": You can re-sync previously processed meetings to update Copper with the latest data.",[554,702,703],{"type":556},[505,704,705,707],{},[516,706,561],{},": Copper uses Persons instead of Contacts and does not have separate Lead, Deal, or Opportunity objects. All meeting participants are matched or created as Person records.",[500,709,62],{"id":710},"troubleshooting",[505,712,713],{},[516,714,715],{},"Connection issues:",[641,717,718,721,724,727],{},[512,719,720],{},"Try disconnecting and reconnecting the integration",[512,722,723],{},"Verify that your API key is still valid and has not been revoked in Copper",[512,725,726],{},"Ensure the email address matches the Copper user account associated with the API key",[512,728,729],{},"If the API key was regenerated in Copper, you will need to reconnect with the new key",[505,731,732],{},[516,733,734],{},"Sync errors:",[641,736,737,740,743],{},[512,738,739],{},"Disconnect and reconnect the integration",[512,741,742],{},"Verify the API key account has proper permissions for the synced objects",[512,744,745],{},"Review error messages in the integration status page",[505,747,748],{},[516,749,750],{},"Permission issues:",[641,752,753,756,759],{},[512,754,755],{},"Ensure the Copper account has access to People, Activities, and Tasks",[512,757,758],{},"Check Copper user role and permission settings",[512,760,761],{},"If the setup wizard test record step fails, the API key may lack create permissions",{"title":763,"searchDepth":764,"depth":764,"links":765},"",2,[],"Copper API key connection, Person/Company sync, meeting notes, tasks, and call logging.","md",{"date":769},"2026-04-01",true,{"title":192,"description":766},{"loc":193},"jOy1dqjR9BMUmBnpbYMhwPZb8bkcnOGaLwNEQ7iSx58",[775,777],{"title":188,"path":189,"stem":190,"description":776,"children":-1},"Close OAuth connection, meeting notes and call logging synced to Leads.",{"title":201,"path":202,"stem":203,"description":778,"children":-1},"Jira connection via OAuth, tickets and projects sync, data synchronization.",1775034801533]