How to Use Copper
A beginner-friendly guide to getting started with Copper in 2026.
Getting Started: Step by Step
Create your Copper account
Visit Copper's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Copper workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore gmail-integration
One of Copper's key features is gmail-integration. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore auto-logging
One of Copper's key features is auto-logging. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore pipeline-management
One of Copper's key features is pipeline-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Copper with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Copper for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Copper's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Copper's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Copper isn't the right fit, here are some similar tools:
Ready to Try Copper?
CRM built natively for Google Workspace that lives inside Gmail and Google apps, automatically logging emails, events, and files without manual data entry.