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
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!