The Copper connector allows to get data from Copper into Hull. It can fetch multiple Copper entities such as Leads, People, Activities and Companies and map them to appropriate Hull entities.
Start by checking your Lead to User identity settings and confirming they match your data flow requirements. If not please contact your support representative since more options are available only on request.
When identity section is validated then scroll to Incoming Fields section to define which Copper Lead fields to pull as Hull User Attributes.
After setup is done and saved you can hit Fetch All Leads to get all data from Copper, since now the connector will do the continuous fetch too.
Start by checking your Person to User identity settings and confirming they match your data flow requirements. If not please contact your support representative since more options are available only on request.
When identity section is validated then scroll to Incoming Fields section to define which Copper Person fields to pull as Hull User Attributes.
After setup is done and saved you can hit Fetch All People to get all data from Copper, since now the connector will do the continuous fetch too.
Start by checking your Company to Account identity settings and confirming they match your data flow requirements. If not please contact your support representative since more options are available only on request.
When identity section is validated then scroll to Incoming Fields section to define which Copper Company fields to pull as Hull Account Attributes.
After setup is done and saved you can hit Fetch All Companies to get all data from Copper, since now the connector will do the continuous fetch too.
Fetching Activities is much simpler - just define which Activities you want to pull and store as User Events in Hull.
Then you can hit Fetch Historical Activities, since now the connector will be fetching all new activities too.