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Copper

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Application

Copper

Application certifiée par HubSpot

Data Sync - Sync Copper with HubSpot data

Créé par
HubSpot
Installation
300+ installations
Évaluation

3(3)

S'identifier pour installerNécessite un abonnement à Copper

Exigences

Abonnement HubSpot
    Compatible avec tous les abonnements HubSpot
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Autorisations de compte HubSpot
Aucune autorisation requise
Abonnement à Copper
Abonnement : Review Copper's Pricing Page

Vue d'ensemble

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

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées

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.

Synchronisation des données par HubSpot
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Companies

Entreprises

Entreprises

Leads

Contacts

Contacts

Meeting Activities

Rendez-vous

Rendez-vous

Notes

Notes

Notes

Opportunities

Transactions

Transactions

People

Contacts

Contacts

Phone Call Activities

Appels

Appels

Tasks

Tâches

Tâches

Avis

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5/5
    30 nov. 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.

Quel problème essayez-vous de résoudre ?

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

Qu'aimez-vous ?

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

Que n'aimez-vous pas ?

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

  • Hagedorn, A.

  • Services marketing
  • 201 à 1 000 employés

3/5
    9 juil. 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.

Quel problème essayez-vous de résoudre ?

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.

  • Technologie - Logiciel
  • 11 à 25 employés

Review Copper's Pricing Page

0 $US

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 $US

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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 21/05/2025

Informations supplémentaires

Créé par
HubSpot
Installation
300+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

Nouveautés

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