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Copper

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Copper

HubSpot-gecertificeerde app

Data Sync - Sync Copper with HubSpot data

Gemaakt door
HubSpot
Installaties
300+ installaties
Beoordeling

3(3)

Meld je aan om te installerenVereist Copper-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
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HubSpot-accountmachtigingen
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Copper-abonnement
Review Copper's Pricing Page plan

Overzicht

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

Functies

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.

App-functionaliteit

Gedeelde gegevens

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.

Gegevenssynchronisatie door HubSpot
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

Companies

Bedrijven

Bedrijven

Leads

Contactpersonen

Contactpersonen

Meeting Activities

Meetings

Meetings

Notes

Aantekeningen

Aantekeningen

Opportunities

Deals

Deals

People

Contactpersonen

Contactpersonen

Phone Call Activities

Oproepen

Oproepen

Tasks

Taken

Taken

Reviews

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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.

Welk probleem probeer je op te lossen?

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

Wat vind je goed?

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

Wat vind je niet goed?

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

  • Hagedorn, A.

  • Marketing
  • 201 tot 1.000 werknemers

3/5
    9 jul. 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.

Welk probleem probeer je op te lossen?

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 - software
  • 11 tot 25 werknemers

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

* De hier vermelde prijzen dienen alleen ter illustratie. Alle prijzen zijn exclusief belasting, bonussen, kortingen of andere prijsvariabelen. Neem contact op met de partner voor de meest recente en correcte prijsinformatie. HubSpot erkent geen verantwoordelijkheid voor deze prijsinformatie, die wordt verstrekt door onze partners. Prijzen laatst bijgewerkt: 21-05-2025

Meer info

Gemaakt door
HubSpot
Installaties
300+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Engels

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