Integration · CRM
Manage Contractor Deals Without Ever Leaving Gmail
Copper CRM lives inside Google Workspace — your contacts, deals, and SubcontractorHub proposal activity all appear directly in the Gmail sidebar. For contractor companies already running on Google Calendar and Gmail, Copper eliminates the app-switching that kills field team adoption.
What Connects Between Copper CRM and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
SubcontractorHub Jobs as Copper Opportunities
New jobs created in SubcontractorHub sync to Copper as Opportunities with the homeowner contact, deal value, job type, and assigned rep pre-populated. Your sales team sees the full pipeline in Copper's Gmail sidebar without logging into a separate app — reducing the friction that causes CRM abandonment.
Proposal Event Activity Logging
Proposal sent, viewed, signed, and declined events log as Activities on the Copper Opportunity record. Reps can see the homeowner's last engagement directly in Gmail while composing a follow-up email, so every touchpoint is informed by the latest proposal activity.
Google Calendar Event Sync
SubcontractorHub site visit and measurement appointments sync to Google Calendar via Copper's native Calendar integration. Reps see the appointment, associated deal, and homeowner contact all in one Google Calendar event — cutting the back-and-forth between calendar and CRM.
Deal Stage Updates from Proposal Outcomes
When a proposal is marked Won or Lost in SubcontractorHub, the Copper Opportunity stage updates automatically. Copper pipeline reports reflect real field outcomes without reps manually updating deal stages — the integration enforces data hygiene without requiring rep discipline.
How to Connect Copper CRM with SubcontractorHub
Connect via Copper API Key
Generate an API key in your Copper account settings and enter it in the SubcontractorHub integrations panel to establish the connection.
Install the Copper Chrome Extension
Make sure your sales team has the Copper Chrome extension installed in Gmail — this is how they'll see SubcontractorHub deal data in the Gmail sidebar.
Map Pipeline Stages
Align SubcontractorHub proposal statuses with your Copper pipeline stages in the field mapping configuration.
Test with a Gmail Thread
Open a Gmail thread with a homeowner in your test pipeline and confirm the Copper sidebar shows the correct SubcontractorHub deal data and proposal status.
Ready to connect Copper CRM?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Copper CRM Integration
Roofing Owner-Operator Running the Business from Gmail
A solo roofer uses Gmail for everything — client emails, scheduling, follow-ups. Copper's Gmail sidebar means his SubcontractorHub proposal pipeline is always visible while he's in his inbox. He can see that a homeowner viewed his proposal twice without leaving Gmail, then reply immediately.
HVAC Company with Google Workspace Team
An HVAC company with six employees is fully on Google Workspace. Copper is the natural CRM choice, and the SubcontractorHub integration means field proposals appear in the same tool the office team uses for customer communication — no separate CRM training required.
General Contractor Coordinating Bids via Email
A GC who sources most deals through referral emails uses Copper to track each referral relationship. SubcontractorHub deals sync to Copper so the GC can see proposal status alongside the email thread with the referring contact — the full deal context in one view.
Solar Installer Scheduling Site Surveys from Gmail
A solar sales rep books site survey appointments via Gmail and they auto-populate in Google Calendar via Copper. SubcontractorHub syncs the job details to the Calendar event, so the tech arriving for the survey has the homeowner's address, scope notes, and utility bill data without any manual data entry.
Common Questions About the Copper CRM Integration
Does Copper work on mobile with the Gmail app?
Copper has a standalone iOS and Android app that mirrors the Gmail sidebar experience on mobile. SubcontractorHub deal data visible in the desktop sidebar is also visible in the Copper mobile app.
What Google Workspace plan does Copper require?
Copper works with any Google Workspace plan (Business Starter and above). It does not work with personal Gmail accounts. Copper itself starts at $23/user/month.
Can the integration sync to Google Sheets for reporting?
Copper has a native Google Sheets integration that can pull Copper deal data into Sheets for reporting. SubcontractorHub data that syncs into Copper Opportunities is therefore accessible in Sheets-based reports without additional configuration.
Does this replace the need for a separate calendar app?
For most contractor teams on Google Workspace, yes. SubcontractorHub appointments sync to Google Calendar via Copper, making a separate scheduling tool unnecessary for basic appointment management.
How does Copper handle contacts that exist in both Google Contacts and SubcontractorHub?
Copper syncs with Google Contacts natively. When a SubcontractorHub homeowner record syncs to Copper, it either updates the existing Google Contact (matched by email) or creates a new one — keeping your address book clean.
Connect Copper CRM with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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