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Copper

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Copper

HubSpot-sertifioitu sovellus

Data Sync - Sync Copper with HubSpot data

Rakentanut
HubSpot
Asennukset
Yli 300 asennusta
Arvostelu

3(3)

Kirjaudu sisään asentaaksesiEdellyttää Copper-tilauksen

Vaatimukset

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    Toimii kaikkien HubSpot-pakettien kanssa
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HubSpot-tilin käyttöoikeudet
Ei vaadi käyttöoikeuksia
Copper-tilaus
Review Copper's Pricing Page paketti

Yhteenveto

Sync data between Copper (Prosperworks) and HubSpot without manual data entry or messy, time-consuming imports.

Here’s what you get with Data Sync by HubSpot:

  • Two-way sync: Data is shared between Copper and HubSpot in real time
  • Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
  • Historical syncing: Your existing data will sync right away, and updates will sync as they happen

Note: Please review the "Shared Data" section below to see which objects sync

Ominaisuudet

Sync Copper and HubSpot data

Make manual data entry a thing of the past by syncing opportunities, companies, people & leads between HubSpot and Copper (Prosperworks). When records are created or updated in either app, that information will be automatically shared with the other one.

Custom field mappings

Custom field mappings are available with Data Hub Starter or up. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Sovelluksen toiminnallisuus

Jaetut tiedot

Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Data Hub Starter and up.

Tietojen synkronointi HubSpotissa
Tietolähde
Synkronnoinin suunta
HubSpotissa
HubSpotissa

Companies

Yritykset

Yritykset

Leads

Yhteystiedot

Yhteystiedot

Meeting Activities

Kokoukset

Kokoukset

Notes

Muistiinpanot

Muistiinpanot

Opportunities

Kaupat

Kaupat

People

Yhteystiedot

Yhteystiedot

Phone Call Activities

Puhelut

Puhelut

Tasks

Tehtävät

Tehtävät

Arvostelut

Suodata arvostelut:

Järjestä:


5/5
    30. marras 2023

Easy to use and did what I hoped

Made the migration process smooth. We made sure to but the Data Operations Starter package so all custom fields could be mapped between the systems. Interface was easy to use, and there were only minor confusions along the way which were easily resolved.

Mitä ongelmaa yrität ratkaista?

We used this tool to migrate data from Copper to HubSpot and maintain data in both systems during the transistion

Mistä pidät?

Bi-directional data in both systems for the key objects we use.

Mistä et pidä?

It was not possible to export activities like emails from Copper to HubSpot, so that context has been lost.

  • Hagedorn, A.

  • Markkinointipalvelut
  • 201–1 000 työntekijää

3/5
    9. heinä 2023

Good app for importing Copper data to HubSpot

The integration works well for what it does. It's customizable and syncs data as described. I'd love to see this app expose data such as API rate limits and usage in order to understand how to improve sync speed. The app can only sync 1 record type at a time. Sometimes it gets stuck syncing 1 record type (e.g. contacts) for multiple hours, preventing the sync of other object types (e.g. deals). It's unclear if the speed of sync is limited by HubSpot or Copper API rate limits.

Mitä ongelmaa yrität ratkaista?

We're using Copper as our source CRM, and using this integration to facilitate a migration of our CRM from Copper to HubSpot.

  • Paton, B.

  • Teknologia – Ohjelmisto
  • 11–25 työntekijää

Review Copper's Pricing Page

0 $

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Copper subscription needed to install this integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

Review Copper's Pricing Page

0 $

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Copper subscription needed to install this integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

*Hinnoittelu tässä on vain esittelytarkoituksessa. Kaikki hinnat eivät sisällä veroja, kannustimia, alennuksia tai muita hinnoittelumuuttujia. Pyydä kumppanilta ajantasaiset ja oikeat hintatiedot. HubSpot ei ota vastuuta näistä kumppaneidemme tarjoamista hintatiedoista. Hinnoittelu päivitetty viimeksi: 21.05.2025

Lisätietoja

Rakentanut
HubSpot
Asennukset
Yli 300 asennusta
Kategoriat
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