Sending CopperCRM data to HullUpdated 11/02/2020


The CopperCRM connector allows to get data from CopperCRM into Hull. It can fetch multiple CopperCRM entities such as Leads, People, Activities and Companies and map them to appropriate Hull entities.

How to ingest Leads

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.

coppercrm lead identity

When identity section is validated then scroll to Incoming Fields section to define which CopperCRM Lead fields to pull as Hull User Attributes.

coppercrm lead attributes

After setup is done and saved you can hit Fetch All Leads to get all data from CopperCRM, since now the connector will do the continuous fetch too.

How to ingest People

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.

coppercrm person identity

When identity section is validated then scroll to Incoming Fields section to define which CopperCRM Person fields to pull as Hull User Attributes.

coppercrm person attributes

After setup is done and saved you can hit Fetch All People to get all data from CopperCRM, since now the connector will do the continuous fetch too.

How to ingest Companies

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.

coppercrm company identity

When identity section is validated then scroll to Incoming Fields section to define which CopperCRM Company fields to pull as Hull Account Attributes.

coppercrm company attributes

After setup is done and saved you can hit Fetch All Companies to get all data from CopperCRM, since now the connector will do the continuous fetch too.

How to ingest Activities

Fetching Activities is much simpler - just define which Activities you want to pull and store as User Events in Hull.

coppercrm activities fetch

Then you can hit Fetch Historical Activities, since now the connector will be fetching all new activities too.