Copper (Prosperworks)

Updated 4 weeks ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

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

Authorizing Copper

We access through the Copper API. This access is available to Copper users on  Professional & Business plans, i.e. NOT to Basic users .

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.

Learn more about syncing Leads here.

[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:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

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.

Additional Options

Syncing Deletions

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.

Syncing Unsubscribes

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.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!


How did we do?