The Copper Snap-in will enable seamless data import from customer relationship management (CRM) workflows into your application. By integrating this add-on, users will be able to sync contacts, deals, emails, and task data directly into your platform for enhanced sales and relationship management.

Features

• Automated CRM Data Import

Contacts, deals, and tasks will be automatically imported into your application, ensuring that customer data is always current and ready for action.

• Integration with Existing Sales & Marketing Systems

Imported CRM data will be mapped to your platform’s sales and marketing tools, allowing for smooth synchronization and consistent data flow across systems.

• Customizable Field Mapping

Users will be able to define how Copper’s data fields correspond to fields in your application, ensuring flexibility and compatibility in the integration.

• Real-Time Syncing & Updates

Changes made in Copper will be reflected in your platform, keeping customer and deal information up to date across all connected systems.