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Using PieSync to connect Copper and PersistIQ

If you don't want to use the native Copper + PersistIQ integration, you can also use PieSync (third-party vendor).

Lucas Rodrigues avatar
Written by Lucas Rodrigues
Updated over 6 years ago

PersistIQ offers a native integrations (bi-directional sync and one-way push) with Copper. 

You may also choose to create the integration using a third-party application, PieSync.
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Follow the steps below:

  • Go to PieSync (link to create an account) 

  • Create an account 

  • Click on Connections

  • Search for PersistIQ and authorize your account

  • Search for Copper and authorize your account

  • Set up connection rules

  • Validate that mapping is matched correctly

  • Click Set Up Sync

That's it, you are done, and now your leads will be synced automatically going forward. 

Watch the video below to get a more visual overview:

https://www.youtube.com/watch?v=xMwzZLBFjzY
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