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Copper

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應用程式

Copper

HubSpot 認證應用程式

Data Sync - Sync Copper with HubSpot data

建立者
HubSpot
安裝次數
超過 300 次安裝
評分

3(3)

登入以進行安裝需要 Copper 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
無需權限
Copper 訂閱
Review Copper's Pricing Page 版本

總覽

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

功能

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.

應用程式功能

共用資料

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.

HubSpot 的資料同步功能
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Companies

公司

公司

Leads

連絡人

連絡人

Meeting Activities

會議

會議

Notes

備註

備註

Opportunities

交易

交易

People

連絡人

連絡人

Phone Call Activities

通話

通話

Tasks

任務

任務

評論

篩選評論:

排序:


5/5
    2023年11月30日

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.

你想解決什麼問題?

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

你喜歡什麼?

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

你不喜歡什麼?

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

  • Hagedorn, A.

  • 行銷服務
  • 201 至 1,000 位員工

3/5
    2023年7月9日

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.

你想解決什麼問題?

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.

  • 科技:軟體
  • 11 至 25 位員工

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/12/03

更多資訊

建立者
HubSpot
安裝次數
超過 300 次安裝
類別
此應用程式可用的語言
英語

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