Copper + Querri
Querri reads the people, companies, opportunities and projects in your Copper account. Ask about deals, accounts and the work that follows a sale, and get a table or chart back.
Querri only reads from Copper and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Copper tracks the deal but not the invoice, so matching won opportunities to billing happens in a spreadsheet. Connect QuickBooks next to Copper and Querri matches them by company and lists what's still unbilled.
QuickBooksSlicing open pipeline by owner and stage at once usually means building a report first. Ask Querri from Claude or ChatGPT and get open value by owner and stage without switching tools.
Claude, ChatGPT & moreA Copper export shared by email gives everyone every row. In Querri, workspaces and row-level access let each manager see only their region's companies and deals, all from the same synced copy.
Workspaces & accessWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Copper and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Copper" or pick it from the connector catalog.
A Copper admin generates an API key under Settings > Integrations > API Keys. Enter it in the secure form together with the email address of the Copper user who generated it.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
With an API key plus the email of the person who generated it, since Copper expects both together. Only Copper admins can generate keys, under Settings > Integrations > API Keys. The Connector Agent gives you a secure form for both.
Four record types: people, companies, opportunities and projects, with the fields Copper returns for each, including owner, pipeline stage, value, close date, status, tags and custom fields. People also carry the date they were last contacted.
Copper syncs run daily, weekly or monthly, or on demand. All four record types are fetched whole on every run, so stage and owner changes are always reflected. Questions run on that copy in Querri, never directly against Copper.
No. The Copper connector reads people, companies, opportunities and projects only. If you need call or email volume in the same answer, connect the system where that activity lives and Querri can join it to your Copper records.
No. Querri only reads from Copper. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Copper, add the rest of your systems, and get answers your whole team can check.
