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!