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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