Copper
Filament

Ask questions about your Copper data

Connect Copper to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Copper tracks your pipeline and contact relationships, but understanding which marketing channels drive your best deals or how sales activity affects close rates requires connecting CRM data to your ad platforms and analytics tools. Filament links Copper to your marketing stack and answers questions about attribution, pipeline velocity, and conversion patterns in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Copper KPIs with Filament Analytics

Connect your Copper account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Copper metrics you can track in Filament:

ACCOUNT
Track company relationships and organizational data with name, address, contact_type, assignee_id, and interaction_count. See which accounts generate the most pipeline value or have the longest sales cycles.
records:
nameaddresscontact_typeassignee_idinteraction_count
PEOPLE
Track contacts and leads with name, email, phone_numbers, title, company_name, and assignee_id. Analyze which lead sources convert best or how contact engagement correlates with deal velocity.
records:
nameemailphone_numberstitlecompany_nameassignee_id
OPPORTUNITY
Track deals and pipeline stages with name, monetary_value, pipeline_id, pipeline_stage_id, close_date, and win_probability. Calculate pipeline velocity, win rates by source, or average deal size by industry.
records:
namemonetary_valuepipeline_idpipeline_stage_idclose_datewin_probability
ACTIVITY
Track tasks, meetings, calls, and emails with activity_date, type, details, parent_id, and user_id. See how sales activity volume affects deal progression or which activity types correlate with closed deals.
records:
activity_datetypedetailsparent_iduser_id
USERS
Track team members with name, email, role, and team assignments. Analyze rep performance, territory coverage, or how team structure affects conversion rates across different segments.
records:
nameemailrole
CUSTOM_ACTIVITY_TYPE
Track your custom activity definitions with name, category, and configuration settings. Understand which custom activities your team uses most or how custom tracking affects pipeline outcomes.
records:
namecategory
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Combine Copper with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Copper lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Copper data gets even more powerful when combined with other tools:

Copper
Google Ads

Copper + Google Ads

Connect Copper opportunities with Google Ads campaign data to see which keywords and ad groups generate the highest-value deals. Track cost per opportunity, win rates by campaign, and which search terms drive your best customers.

Copper
HubSpot

Copper + HubSpot

Connect Copper pipeline data with HubSpot marketing automation to analyze how email campaigns and content engagement affect deal velocity. See which nurture sequences move contacts through your sales stages fastest or generate the most qualified opportunities.

Copper
Xero

Copper + Xero

Connect Copper deal values with Xero invoicing and payment data to track forecast accuracy and revenue realization. Analyze how predicted close dates compare to actual payment timing or which opportunities have the longest payment cycles.

Benefits of Filament's Copper Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Copper account

Connect your Copper account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Copper data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Copper dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Copper integration FAQ

Everything you need to know about connecting Copper with Filament and getting the most out of your data.