Copper, the CRM built for Google Apps, offers native integration with G Suite to increase sales productivity. With features including sales pipeline progression reports, automated profile enrichment and sales forecasting, Copper is designed to eliminate the busy work to let you focus on building better business relationships.
Below you'll find detailed information, specifically for Copper integrations:
Supported Copper Integrations
When you click 'Authorize Copper', a pop-up window appears requesting to enter your e-mail & API Key.
If you already authorized Copper account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
[IF] Supported Conditions/Filters
- TAG / DOES NOT HAVE TAG
- (NOT) OWNED BY
- (NOT) ASSIGNED
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TAG
- REMOVE TAG
- SET CONTACT TYPE
- SET OWNER
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Copper fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Copper Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Copper, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Copper. You will be able to review this segment first before deleting or taking any other action in Copper too.
In connections between Copper and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Copper. You will be able to review this segment first before taking any action in Copper too.