Paweł Kotoniak

Paweł

Front-end Developer

Scratch Me – integration with the Copper CRM

February 6, 2020

Paweł Kotoniak

The previous article described the background of the idea for creating the Scratch Me extension. The first version of the plugin was a prototype working on the principle of adding a button to each Facebook post and showing the extracted data. In the second stage of developing the plugin, we focused on its integration with the Copper CRM system. In the following article, you can read how to configure and use the Scratch Me extension.

The previous article described the background of the idea for creating the Scratch Me extension. The first version of the plugin was a prototype working on the principle of adding a button to each Facebook post and showing the extracted data. In the second stage of developing the plugin, we focused on its integration with the Copper CRM system. In the following article, you can read how to configure and use the Scratch Me extension.

How does the extension work?

As you know, the extension adds a „Scratch Me” button to every Facebook post in a group. The new version of the plugin displays a window with the form, where you have three options: send the extracted data to Copper CRM, display it as JSON or cURL.

Scratch Me – integration with the Copper CRM

By selecting the Copper CRM option, you receive additional fields that you should complete. After data configuration, you check the connection with Copper by clicking "Test connection". If the plugin is connected correctly, the "Save connection" button will be unlocked to use. The next time you send data to the system, the connection settings will be configured by default. However, you will be able to edit the data and test the connection again.

Scratch Me – integration with the Copper CRM

When the connection with Copper is configured, the plugin will display "pipeline" and automatically check if the author (contact) of the post already exists in the CRM system, if necessary, automatically save the user or display a list of people saved in Copper.

Scratch Me – integration with the Copper CRM

Before sending data to the Copper, indicate one item from the "pipeline" and select the user (if the user already exists in the system).

Scratch Me allows you to edit the data before sending it to the system. When all data is correct, you can click on the "Send to Copper" button and the data will be sent to the system.

Scratch Me – integration with the Copper CRM

Summary

After setting up the connection, you can use the extension in just 3-4 clicks. All data is completed as automatically as possible and prepared to be sent. Integration with other CRM systems is planned in the future, we are open to your proposal. If you are interested in this project, we encourage you to install the extension from Chrome Web Store.
I would like to know your opinion about the extension and your idea for its further development. The project is created as Open Source from the beginning, if you want to join the development of Scratch Me, you can download the project from GitHub and send a pull request.

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