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How to setup Copper bi-directional sync
How to setup Copper bi-directional sync

Set-up Copper bi-directional sync, Sync data with Copper

Nick Steeves avatar
Written by Nick Steeves
Updated over a week ago

How to setup Copper bi-directional sync

  • Click on your initials and click Integrations

  • Click "Configure" under Copper

  • Click "Connect" and type in your Copper sign-in email and Copper API key

  • Configure how the syncer behavior works by ticking the appropriate checkboxes -click "save changes"

  • Click Start Syncing

  • After that, please click each tab on the left panel to map PersistIQ fields to Copper

User Mapping

Activities Settings

Leads and People Fields and Status

NOTE: If settings are updated but the updates are not taking effect, please click the "Reload Copper Configuration" to force they systems to sync.

Learn more about PersistIQ + Copper integration here!

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