This article covers:
Common frustrations with keeping Copper and Brevo in sync
While you can use Zapier to connect Copper and Brevo, its setup is difficult to configure and maintain and it can get expensive rather quickly. For each contact added, field updated, contact deleted or engagement created you'd need to set up a separate Zap, with multiple steps to ensure no duplicates are created and the information is synced with the right contacts).
Outfunnel's Copper-Brevo integration is designed for B2B companies who want 2 key things from a sales-marketing integration:
Keep sales and marketing contacts in sync and
Automatically record Brevo email opens, clicks, and unsubscribes in Copper for the salespeople to see.
Our integration syncs your Copper contacts to Brevo, keeps the lists up to date, and records all email engagement for the contacts in Copper.
With just a 10-minute, no-code setup your marketing can use the contact lists defined in Copper for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.
What data does Outfunnel sync between Copper and Brevo
Contacts and companies
Make all Copper contacts or subset(s) you define with tags, contact types, or lead statuses available in a Brevo list, along with your custom contact and company fields.
Keep the two databases in sync going forward. E.g. if a custom text field is updated in Copper, this is updated in Brevo automatically.
Sync Brevo contacts to Copper when they subscribe or when they open or click an email campaign (Coming soon)
Engagements
Record Brevo email engagement for contacts in Copper. Outfunnel supports sends, opens, clicks, bounces, and unsubscribes.
Record web visits and custom lead scores in Copper with Outfunnel's own Web tracking and Lead scoring as additional lead signals.
Set up contact sync
Sync contacts from Copper to Brevo and create contacts in Copper from new Brevo subscribers.
1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and Brevo and authenticate as per on-screen instructions if you haven't done so already. Brevo API key can be found under Account > SMTP & API > Generate API key.
2. Select the connection type. Click on Connect and choose Contact sync as the connection type
3. Set up contact sync rules. You can set up the contact sync from Copper to Brevo or Brevo to Copper.
Sync contacts from Copper to Brevo. Choose whether to sync all Copper contacts or only contacts you’ve defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options. Then select the Brevo list you'd like to sync them to.
You can sync different Copper segments to different Brevo Lists (eg. separate tags for different regions or pipeline stages) or you can sync multiple Copper segments to the same Brevo List.Coming soon: Sync leads from Brevo to Copper. Choose a list that you'd like to record new subscribers to Copper as leads and specify the owner.
Once the lead is created in Copper, a "Contact Created" activity is added under the lead profile. Note that currently, Outfunnel creates new contacts as Leads in Copper. If the Leads functionality is turned off, Persons are created instead.
4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider. You can choose up to 30 fields from all your Person and Organization fields and custom fields.
5. Activate. Activate the connection. The first sync can take up to 15 minutes based on the number of contacts in the sync. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.
Notes
Outfunnel syncs around 100 contacts per minute so depending on the number of contacts it may take time before your selected Copper contacts appear in Brevo.
If a contact is deleted or removed from the segment in Copper, Outfunnel removes the contact from the respective list in Brevo. The contact still remains in the overall contact database in Brevo.
Please note that Brevo's default SMS field only accepts numbers that match one of the following formats:
91xxxxxxxxxx
+91xxxxxxxxxx
0091xxxxxxxxxx
If the field doesn't exist in Brevo yet, you need to create this first (automatic field creation coming in soon).
Set up engagement sync
Outfunnel supports recording engagement from Brevo single email campaigns. Unfortunately, automations and transactional emails are not supported as Brevo does not provide access to these via API. We recommend reaching out to Brevo to request this as a feature. If you've already set up a connection, skip to the second step.
1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and Brevo and authenticate as per on-screen instructions if you haven't done so already. Brevo API key can be found under Account > SMTP & API > Generate API key.
2. Select the connection type. Click on Connect and choose Engagement sync as the connection type
3. Choose the audience. Choose the Brevo lists for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).
4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Copper – or simply use our default settings.
5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in Copper, a new contact is created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.
6. Activate. Activate the connection. Outfunnel only records engagement from emails that have been sent after activating the connection. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.
Notes
The engagement sync happens in near real-time so it gets synced to Copper as soon as an engagement is recorded in Brevo
Monitor synced contacts and engagements
Once the connection is live, navigate to the Status tab to see key information about the connection, such as when the last sync ran and which events have been synced.
Tips, observations, and useful definitions:
General
💡 Sync frequency. Outfunnel syncs data every 4 hours. You can force a sync when you click on the “Sync now” button of the connection in the App connector.
💡 Pre-create field values. Single and multiple option fields need to have the options pre-created in Brevo and Copper (case insensitive)
💡Copper API Key is required to create an Outfunnel account. Make sure your Copper plan allows you to generate API Keys.
Contact sync
💡 Outfunnel supports two ways to manage your contacts between Copper and Brevo
Option A. Master database of all contacts in Copper, contacts synced to Brevo for emailing via Outfunnel. To enable this, first collate your whole contact list (Copper + Brevo) into Copper and sync all contacts, or specific segments into Brevo with Outfunnel.
Option B. Mailing list in Brevo is separate from leads/contacts list in Copper. If a contact, defined by their email address, exists in both Copper and Brevo, we log email engagement to Copper to the right contact. .
💡 Best results with a new list. We recommend setting up a brand new Brevo List to ensure everything works flawlessly, but syncing data to an already existing list works as well in most cases.
💡 Brevo's "Segments" beta feature is currently not supported. When sending out your campaigns, make sure that you're sending them to a list, not a segment.
💡 Single source of truth is Copper. Outfunnel currently treats Copper as the “single source of truth”, and any changes you make in Copper will be reflected in Brevo. This doesn’t work the other way around. If you’d like to edit the contents of a field in Brevo, please make the changes in Copper and let Outfunnel take care of syncing this to Brevo.
Engagement sync
💡First click of each email is recorded per contact. Outfunnel records only the first click of each unique email per contact. For example, if a contact clicks 4 times on a URL in the email then only the first click gets recorded.
💡 Supported campaign types. Outfunnel currently supports single email campaigns. Unfortunately, automations and transactional emails are not supported as Brevo does not provide access to these via API. We recommend reaching out to Brevo to request this as a feature.
💡 Unsubscribe recording. Outfunnel only records end-user-initiated unsubscribes in Copper, which means manual unsubscribes are not recorded. When a contact is unsubscribed manually but they still match a segment in Copper that is targeted by a connection, then Outfunnel will resubscribe them in Brevo. If you'd like to manually remove a contact in Brevo, they need to be permanently deleted under the contact profile in Brevo.
Learn more about the best ways to manage unsubscribes and bounces.
💡 Email activity is registered on the Contact level. If someone has sent an email, or they open or click on an email, this is registered independently of the deal stage or pipeline in their Contact profile.
💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Copper. (See how).
💡 All engagement is recorded as a new activity type in HubSpot. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in HubSpot allowing you to create a list of people based on engagements.
Do you grow your lists with the help of web forms? See the following integrations to automate lead capture sync to Copper:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.