Copper CRM Bulk Activity Logger

WHAT IT DOES

Copper CRM Bulk Activity Logger is a productivity tool that streamlines the process of adding activity notes or log entries to multiple Copper CRM records simultaneously. Instead of manually opening each record, clicking the activity or comments section, typing a note, and saving—a process that can be repetitive and time-consuming when managing many records—this script automates the entire workflow. It scans the current Copper CRM records list (including leads, people, opportunities, and tasks), identifies all visible records with their names, types, and companies, and presents them as a scrollable checklist. You can select individual records, use Select All/Deselect All toggles, choose an activity type from a dropdown (Note, Call, Email, Meeting, Task), and customize a note template with a {{note}} placeholder that gets replaced with each record's name. The tool then bulk adds the activity to selected records in configurable batches. Real-time progress updates show how many records have been logged, and the list automatically refreshes after completion. This is ideal for sales teams, account managers, customer success professionals, and CRM administrators who need to log regular activities, reminders, or follow-up notes across many records.

WHERE IT RUNS

This script operates exclusively on Copper CRM (*.copper.com/*) as a userscript injected through the BotGentz extension. It runs within the context of your current browser tab and cannot access other tabs, bookmarks, history, or downloads. The script reads the page DOM to identify records using Copper's list view selectors (.item-row, .record-row, .list-item), extracts record metadata (names, types, companies), and interacts with Copper's native UI controls—more/options menus, activity panels, note textareas, and save/confirm buttons—to add activities. All operations occur locally in your browser; no data is sent to external servers.

HOW TO USE

1. Navigate to any Copper CRM list view—leads, people, opportunities, or tasks.

2. Click the BotGentz extension icon and select "Copper CRM Bulk Activity Logger" from the script list.

3. The panel opens on the right side of the page. It automatically scans the current page for records.

4. Review the displayed records, showing name, record type, and company (if applicable).

5. Enter a note template in the "Activity note template" field. Use {{note}} as a placeholder—it will be replaced with each record's name. Example: "Followed up with {{note}} regarding recent project update."

6. Select the activity type from the dropdown (Note, Call, Email, Meeting, Task).

7. Adjust the "Batch size" number (default 3) to control how many records are processed per batch.

8. Toggle "Confirm before each batch" if you want a confirmation popup before each batch executes.

9. Check the boxes next to records you wish to log activities for. Use "Select All" or "Deselect All" for quick selection.

10. Click "Log Activity" to begin. The script processes records in batches, shows progress, and handles any errors.

11. After completion, the record list automatically refreshes showing your updated records.

WHY IT WORKS WHERE OTHERS FAIL

Many Copper CRM automation tools fail because they attempt to call Copper's internal API endpoints or rely on brittle DOM selectors that change with every Copper UI update. This script takes a resilient approach: it locates the actual interactive DOM elements Copper renders—the more/options button, the activity panel, the note textarea, and the save/confirm button—and triggers native click events and value changes on them, exactly as a human would. When the more button is clicked, the script waits for the activity option to appear or locates the activity panel directly. It sets the note text using the template with the record name substituted, using both the native value setter and dispatching "input" and "change" events to ensure Copper's React/JavaScript UI registers the update. It then finds and clicks the Save button. Between operations, the script introduces controlled delays (300ms between actions and 500ms between batches) to mimic human interaction speed and avoid triggering Copper's rate limiting. By interacting at the UI layer rather than the framework layer, it remains functional across Copper's frequent code updates.

THE PANEL

The script uses BotGentz's BGPanel system, which provides a floating, draggable panel on the right side of your screen. Drag the panel by its header to reposition it anywhere on the page—the panel remembers its position per site and snaps to the nearest edge when released. Click the minimize button to collapse the panel to a small floating bubble; click the bubble to expand it back. Resize the panel vertically by dragging its bottom edge. Press the Escape key to close the panel entirely. All panel state (position, collapsed/expanded) is persisted locally using GM_setValue, so your preferences survive page reloads.

PLEASE NOTE

This userscript requires the free BotGentz browser extension—it is not a standalone application. Copper CRM periodically updates its website layout and UI components; if the script stops working, an updated version may be released. This script does not store, transmit, or process any of your Copper CRM data outside your local browser. It does not access your password, hidden inputs, or file inputs. All activity logs are performed through Copper CRM's own authenticated session using the official user interface. Logged activities will appear in each record's activity timeline and may trigger automation rules or notifications configured in your Copper CRM instance. Use responsibly and review your template carefully before confirming.