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.
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: