Outfunnel's Copper-HubSpot sync is designed for B2B companies who want two things from a sales-marketing integration:
Keep sales and marketing contacts in sync, and
Automatically record HubSpot Marketing email opens, clicks, and unsubscribes in Copper so salespeople can see them.
With a 10-minute, no-code setup you give sales full visibility into how leads are engaging, so they can sell smarter.
Are there alternatives for syncing Copper and HubSpot?
Not really good ones. Neither Copper nor HubSpot offers a native integration with the other. Copper is built around Google Workspace and hasn't prioritized a HubSpot connection.
Zapier and Make are the usual fallbacks, but Copper's connectors on both platforms have known gaps. Multi-select custom fields don't update, email-based list lookup isn't supported, and there's no way to record HubSpot email engagement back into Copper. Each action counts toward your plan, so costs climb fast at volume.
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Why Outfunnel is the best tool to integrate Copper with HubSpot
Bi-directional contact sync. Make all contacts or a subset available on either platform along with your custom contact and company fields, and keep them in sync going forward.
Engagement recording. HubSpot Marketing email sends, opens, clicks, bounces, and unsubscribes show up automatically in Copper.
Comprehensive field mapping. Sync default or custom fields two-way or in a single direction. If conflicts arise, you pick the conflict winner.
Deduplication built-in. Outfunnel links contacts by email, so duplicates don't creep in.
Near-instant data sync. Most data syncs instantly. Some fields sync within 2 hours.
Monitor sync status. Clear overview of sync health with actionable error messages.
Historical sync. Sync all customer data, no matter when it was created.
Transparent pricing. Each contact in sync counts once, regardless of how many updates happen or how many apps it's in.
Reliable and secure data. OAuth authentication and encryption in transit.
How to set up a 1-way or 2-way contact sync between Copper and HubSpot
💡 For contact sync please connect app "HubSpot"
1. Choose your apps
Head to Outfunnel > App connector and select your apps.
2. Select the connection type
Click on Connect and choose Contact sync as the connection type.
3. Authenticate your apps
Most apps can be authenticated with a secure, one-click OAuth flow.
4. Set the sync direction
Choose to sync data two-way or in a single direction.
5. Define contact sync rules
Define which contacts get synced:
Copper contacts: Choose to sync all contacts or filter by Contact tag, Lead Status, or Contact Type.
HubSpot contacts: Choose whether to sync all HubSpot contacts or only contacts defined by HubSpot static/active lists. Learn how to set up HubSpot Lists.
If this is your first sync, we recommend syncing a small number of test contacts first to get a feel for how it works.
🏁 Initial sync
Contacts are linked based on email address. If no existing contact is found, a new one is created. If multiple contacts share the same email, the link is made with the oldest one and no duplicates are created.
Initial sync actions in Copper and HubSpot.
Contacts are created in the destination database.
🔄 Continuous sync
Contact changes. As long as a contact matches the rule, any change to its profile in the source app syncs to the destination app.
When contacts stop matching rules. Updates stop, but contacts are not deleted from the destination app.
💡 Other things to keep in mind
Contacts don't get removed or unsubscribed from either app if you remove the contact sync rule or change the target segment.
Multiple email addresses on a contact. Outfunnel creates a link using the first email address on the contact profile. Other addresses are ignored.
Merging contacts. Outfunnel supports merging contacts.
6. Set up field mapping
Choose the default and custom fields you want to sync.
💡 Data conflicts
Conflicts usually happen during the initial sync when a mapped field has different values in each app. If the name is different for the same contact, Outfunnel uses the selected conflict winner. Most companies use their CRM as the system of record. Reach out to support if you want to talk through your setup.
7. Activate the connection
🏁 Initial sync
After activating, Outfunnel runs an initial sync to merge your databases. Contacts should start appearing in the sync status page. The initial sync usually takes a few minutes, but can take a few hours depending on volume.
The status page also shows errored contacts and gives actionable feedback on how to fix them.
🔄 Continuous sync
After the initial sync completes, Outfunnel starts a continuous sync that checks for updates based on this logic.
How to sync HubSpot email engagement to Copper
💡 Notes
For engagement sync please connect app "HubSpot Marketing"
You need to be on HubSpot Marketing Professional plan or above to use engagement recording.
1. Authenticate your apps. Head to Outfunnel > App connector, select the apps, and authenticate as per on-screen instructions if you haven't done so already.
2. Select the connection type. Click on Connect and choose Engagement sync as the connection type.
3. Choose the audience. Choose the HubSpot Marketing list for which you want to record email engagement (opens, clicks, unsubscribes, etc.).
4. Define how engagement gets recorded. Set how you want email activities like opens, clicks, bounces, or unsubscribes recorded in Copper, or use our default settings.
5. Set up field mapping. When Outfunnel syncs an engagement for a contact that doesn't yet exist in Copper, a new contact is created using the defined field mapping. In the field mapping step, pick which fields or custom fields the sync should consider.
6. Activate. Activate the connection. Outfunnel only records engagement from emails sent after activation. Contact changes then sync in near real time.
Monitor synced contacts and engagements
Once the connection is live, head to the Status tab to see key info about the connection, such as when the last sync ran and which events have synced.
Tips, observations, and useful definitions
💡 Supported campaign types. Outfunnel supports single email campaigns and workflows. Due to HubSpot's API, Outfunnel captures email engagement from left and right branches of workflows but not middle branches. A/B tests are not supported at the moment.
💡 Notifications. To get email notifications when people open or click your newsletters, turn on Email notifications in Copper (see how).
Using web forms to collect leads? See the following integrations to automate lead capture sync to Copper:
Don't see your preferred web form listed? Browse upcoming connections and sign up for early access.