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Copper

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Copper

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Data Sync - Sync Copper with HubSpot data

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HubSpot
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요구 사항

HubSpot 요금제
    모든 HubSpot 플랜에서 작동
자세히 알아보기
HubSpot 계정 권한
권한이 필요하지 않음
Copper 구독
Review Copper's Pricing Page 플랜

개요

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

기능

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.

앱 기능

공유 데이터

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.

HubSpot의 데이터 동기화
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

Companies

회사

회사

Leads

연락처

연락처

Meeting Activities

미팅

미팅

Notes

메모

메모

Opportunities

거래

거래

People

연락처

연락처

Phone Call Activities

통화

통화

Tasks

작업

작업

리뷰

리뷰 필터링:

정렬:


5/5
    2023년 11월 30일

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.

어떤 문제를 해결하려고 하나요?

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

무엇이 마음에 드시나요?

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

무엇이 마음에 들지 않으시나요?

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

  • Hagedorn, A.

  • 마케팅 서비스
  • 직원 201~1,000명

3/5
    2023년 7월 9일

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.

어떤 문제를 해결하려고 하나요?

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.

  • 기술 - 소프트웨어
  • 직원 11~25명

Review Copper's Pricing Page

US$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

US$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

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.05.21.

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