Two-Way Sync with Copper

Automatically sync custom field changes between Sales Dialer and Copper CRM. Eliminates manual data entry across both platforms.

Available on: Pro or Business plan.

Setting Up Two-Way Sync

1. Go to Sales Dialer > Integrations > Configure.
2. Toggle on Two-Way Sync for Copper.
3. Go to Integration > Map Custom Fields.
4. Map each Sales Dialer custom field to its corresponding Copper field.
5. Save settings.

Sync happens automatically in the background during and after calls.

Related Articles

• Copper Integration — full Copper integration guide
• Dialer CRM Integration — CRM integration overview