Connecting the Copper Connector in Hurree
Connectors are the tools from which you collect the specific data points you want to display in a Widget. As long as you have an account with the tool you want to connect with, you can sync this data into Hurree.
1. Navigate to the Add Widget Button
Log in to your Hurree account.
On your Dashboard, click the + Add Widget button located at the top right corner.
2. Select the Copper Connector
On the next screen, you will see a complete list of available connectors.
Locate the Copper card and click the connect icon.
3. Initiate the Connection
A pop-up will appear for the Copper Connector.
Click "Connect" at the bottom of the pop-up to initiate the connection process.
4. Log In and Approve the Connection
After clicking Connect, you will be redirected to the Copper Authentication screen.
Log in to your Copper account and approve the connection to sync your data with Hurree.
5. Confirm the Connection
Once successfully connected, the Copper card will change from 'Connect' to 'Disconnect', indicating that the integration is active.
6. Disconnecting a Connector (Optional)
If you wish to disconnect the Copper Connector in the future, go to your Account Settings.
Navigate to the Connectors tab and select Disconnect on the Copper card.
By following these steps, you will successfully connect your Copper account to Hurree and begin displaying your CRM data in widgets.