Scoop is able to grab your data from Copper to enable sophisticated visualization and analysis.

Copper Objects

Scoop allows you to extract all main objects in Copper:

• Leads
• People
• Companies
• Opportunities
• Projects
• Tasks
• Activities
• Users

Typical Use Cases with Copper Only

Typical use cases for Scoop with Copper data only include:

• General sales reporting with better visuals and analysis
• Weekly forecasting or pipeline views that leverage snapshotting to review changes
• Snapshotting any/all attributes on any object like Opportunities
• Analyzing sales processes to understand conversion rates and cycle times

Combining Copper data with other types of data opens up very powerful analysis options that can really help a marketer optimize their performance.

Copper Snapshotting

One of the biggest uses of Scoop for Copper is snapshotting. Scoop can snapshot your deals automatically. This allows for critical analysis of fundamental sales processes by understanding how things change in a sales process and why. Scoop allows Copper users to snapshot their deals and detect, track and report on all changes, how fast those changes occur and at what rates - allowing deep insights into the sales process.

Connecting to Copper

To connect to Attio as a datasource, create a new dataset linked to Copper. First, on the datasets page, select applications as a source:

Next, select Copper:

Selecting an Object and Fields

After selecting Copper, you can select which object you want to extract and which fields you wish to extract. Please note that Scoop will automatically snapshot your Opportunities object and will synchronize your other objects.