Back to integrations

Whalesync

Integration by 
Whalesync

Whalesync enables you to two-way sync Copper with other apps like Airtable, Notion, Postgres, & more. Unlike most integration apps that offer one-way automations, Whalesync lets you truly, bi-directionally, connect your data.

Plan availability
Starter
Basic
Professional
Business

Two-way sync
Automation tools like Zapier are great for simple, one-way if-this-then-that workflows. Unlike most tools, Whalesync is built to handle true, two-way sync across Copper and other apps.

Instant updates
Unlike most integration tools that work on a timer (e.g. once every 10 minutes), Whalesync syncs updates instantly. As soon as we notice a change in Copper we sync it or vice versa.

Supported Connectors
Two-way sync Copper with:

  • Airtable
  • Postgres
  • Notion
  • Salesforce
  • HubSpot
  • & more

Supported Objects

  • People
  • Companies
  • Opportunities

Security
Whalesync is SOC 2 certified and GDPR compliant. You can read more about our enterprise-grade security practices here: https://security.whalesync.com

Installation instructions

  1. Go to (https://whalesync.com/pricing) and choose a plan.
  2. Create a new Whalesync account.
  3. Click "Create new" to create a new Whalesync base.
  4. Select Copper and click "Authorize", then select your next app and authorize.
  5. Map the tables in Copper (e.g. Companies) with tables in your other app.
  6. Map the fields in Copper (e.g. Company Name) with fields in your other app.
  7. Turn sync on.

Resources

Website - https://www.whalesync.com/
Pricing - https://www.whalesync.com/pric...
Support website - https://docs.whalesync.com/res...
Support email - support@whalesync.com
Terms of Service - https://www.whalesync.com/comp...
Privacy Notice - https://www.whalesync.com/comp...
Documentation - https://docs.whalesync.com/

Learn more

Frequently asked questions

Can’t find the answer here?
Chat with support.

What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

[object Object]

I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

Try Copper free.

Instant activation, no credit card required. Give Copper a try today.

Profile card of Andrew Stevens, Head of Marketing, smiling with a 4.5-star rating and activity overview showing interactions and last contact details.