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Copper

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App

Copper

App certificata HubSpot

Data Sync - Sync Copper with HubSpot data

Creazione di
HubSpot
Installazioni
PIù di 300 installazioni
Valutazione

3(3)

Accedi per l'installazioneRichiede l'abbonamento a Copper

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
Scopri di più
Autorizzazioni dell'account HubSpot
Nessuna autorizzazione richiesta
Abbonamento Copper
Piano Review Copper's Pricing Page

Panoramica

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

Funzionalità

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.

Funzionalità dell'app

Dati condivisi

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.

Sincronizzazione dati di HubSpot
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Companies

Aziende

Aziende

Leads

Contatti

Contatti

Meeting Activities

Riunioni

Riunioni

Notes

Note

Note

Opportunities

Trattative

Trattative

People

Contatti

Contatti

Phone Call Activities

Chiamate

Chiamate

Tasks

Task

Task

Recensioni

Filtra recensioni:

Ordina:


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.

Quali problemi stai cercando di risolvere?

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

Cosa ti piace?

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

Cosa non ti piace?

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

  • Hagedorn, A.

  • Servizi di marketing
  • 201 - 1.000 dipendenti

3/5
    9 lug 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.

Quali problemi stai cercando di risolvere?

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.

  • Tecnologia: software
  • 11 - 25 dipendenti

Review Copper's Pricing Page

0 USD

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 USD

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

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 21/05/2025

Maggiori informazioni

Creazione di
HubSpot
Installazioni
PIù di 300 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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