How to connect Demio with Copper (formerly ProsperWorks)
Demio / Copper (formerly ProsperWorks)

Connect Demio to Copper (formerly ProsperWorks) with LeadsBridge

Demio » Copper (formerly ProsperWorks)

In this article, you'll learn how to set up the bridge and connect Demio to Copper (formerly ProsperWorks) using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Demio source

  1. Type in the name you'd like to call your integration
  2. Enter API Key and API Secret to connect your Demio with LeadsBridge
  3. To get your API information you will need to login on your Demio account.
    1. Go in your Account Settings and click on API option
    2. Copy and paste the information in your integration screen of LeadsBridge.

  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Copper (formerly ProsperWorks) destination

  1. Type in the integration's name in the dedicated field
  2. Enter Access Token and Owner Email to connect Copper (formerly ProsperWorks) with LeadsBridge
  3. Head over to System settings » API Keys. To generate an API Key, all you need to do is click the blue 'Generate API Key' button.( OPEN LINK)
  4. The Account Owner is the main user for your Copper account, you should put here the main email that has access to the account.
  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  8. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Demio to Copper (formerly ProsperWorks) with LeadsBridge, do not hesitate to contact our Support!