Supported CRMs

Copper, Pipedrive

Available on

Starter, Growth, Enterprise

If you are using a different CRM, please click on the CRM name in the table to see the specific setup guide.

This article covers:

  1. Common frustrations with keeping Copper and Hubspot Marketing in sync

  2. What data does Outfunnel sync between Copper and Hubspot Marketing

  3. How to connect Copper and Hubspot Marketing

  4. Sync contacts automatically from Copper to Hubspot Marketing

  5. Record Hubspot Marketing email engagement in Copper

  6. Monitor synced contacts and engagements

  7. Tips, observations, and useful definitions


Common frustrations with keeping Copper and Hubspot Marketing in sync

Hubspot marketing email engagement does not sync to Copper so the sales team doesn't know which leads have received campaigns or who has opened/clicked on an email.

Outfunnel's Copper-Hubspot Marketing integration is designed for B2B companies who want 2 key things from a sales-marketing integration:

  1. Keep sales and marketing contacts in sync and (coming soon)

  2. Automatically record Hubspot Marketing email opens, clicks, unsubscribes in Copper for the salespeople to see.

With just a 10-minute, no code setup you can give sales full visibility into leads' engagement, so they can sell smarter.


Connect Copper and Hubspot Marketing today

14-day free trial. No credit card required.


What data does Outfunnel sync between Copper and Hubspot Marketing

Contacts and companies (coming soon)

  • Make all Copper contacts or subset(s) you define with filters available in a Hubspot Marketing list, along with your custom contact and company fields. (Coming soon)

  • Keep the two databases in sync going forward. E.g. if a custom text field is updated in Copper, this is updated in Hubspot Marketing automatically. (Coming soon)

  • Sync Hubspot Marketing contacts to Copper when they subscribe or when they open or click an email campaign (Coming soon).

Engagements

  • Record Hubspot Marketing single email campaign and workflow 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.


How to connect Copper and Hubspot Marketing

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose Copper and Hubspot Marketing as the apps to connect, go through the authentication flow and click on Create connection.


Sync contacts from Copper to Hubspot Marketing automatically

Coming soon


Record Hubspot Marketing email engagement in Copper

Note: You have to be on Hubspot Marketing Professional plan and up to make use of engagement recording. Contact sync works with any plan.

1. In the Record engagement tab, open the Hubspot Marketing list dropdown to select lists that you’d like to record activity from.

2. Then define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in Copper – or simply use our default settings.

Notes

  • You can change engagement settings at any time by clicking on the Edit button on the Connection under App connector.

  • Outfunnel checks for new engagements every four hours. If you'd like to have the data sync over faster, simply click on Sync now.


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 were events last synced and which events have been synced. Please note that each event counts towards your billing quota.


Tips, observations, and useful definitions

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can force a sync when you click on the headline of an Automation and then click the “Sync events now” button.

💡 Supported campaign types. Outfunnel supports single email campaigns and workflows. Please note that due to peculiarities with Hubspot's API Outfunnel is able to capture email engagement from left and right branches of workflows but not middle branches.


💡 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).

Do you use web forms to collect leads to your lists? 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.

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