Updating Copper LeadsUpdated 21/05/2020

The Copper connector allows to create and update Copper Leads from mapped Hull Users.

How to send out Hull Users as Copper 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.

When identity section is validated then scroll to Outgoing Leads section to define which Hull Users segments will be whitelisted. Only users from those segments will be synched with your Copper instance.

Below you can define which Hull User Attributes to send as Copper Lead fields.

After setup is done and saved you should go to the dashboard and manually send out whitelisted segments to Copper connector to perform initial synch. Since now the connector will do the continuous sync too - whenever a whitelisted Hull User is updated or create matching Copper Lead will be updated or created.