Real-time
Two-way sync
Changes in Copper CRM or Gatekeeper instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Copper CRM to Gatekeeper integration — real-time, two-way sync
Keep Copper CRM and Gatekeeper in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Copper CRM and Gatekeeper
Sync what happens in Gatekeeper with the customer records in Copper CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Gatekeeper holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Users, Categories, Contracts, Vendors (Suppliers) in Gatekeeper to Opportunities, Activities, Tasks, Projects in Copper CRM with bi-directional, real-time sync. Activity and record changes in Gatekeeper update the matching contact or account in Copper CRM, and CRM data flows the other way wherever Gatekeeper can store and use it.
Common use cases
- 01 Two-way sync Contracts between Gatekeeper and an ERP or warehouse so value, renewal dates, owner, and status stay current without manual re-keying.
- 02 Sync Vendors (Suppliers) with a CRM or ERP so counterparty, compliance, contact, and spend records match across the VCLM and the systems of record.
- 03 Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
- 04 Enrich Copper records with product usage or firmographic data from an internal database to guide follow-up.
Common sync patterns
Where Gatekeeper supplies contact or company data
Enriched fields land directly on records in Copper CRM, and refreshes keep them from going stale.
Where Gatekeeper processes payments
Charges, refunds, and subscription changes appear on the account in Copper CRM, so revenue context lives with the relationship.
Where Gatekeeper can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Copper CRM sync into Gatekeeper, so people working there have the context without switching tools.
What you can sync between Copper CRM and Gatekeeper
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Copper CRM objects | Gatekeeper objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Users Gatekeeper user and team records governed by role-based access; read to map contract and vendor owners, approvers, and internal contacts to CRM or HR records. | Opportunities is specific to Copper CRM and Users to Gatekeeper — each maps to any object or custom field on the other side. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Categories The classification taxonomy applied to contracts and vendors (type, department, business unit); synced so categorization stays consistent between Gatekeeper and downstream reporting or ERP dimensions. | Activities is specific to Copper CRM and Categories to Gatekeeper — each maps to any object or custom field on the other side. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Contracts The core contract records holding value, key dates, renewal terms, status, type, owner, and the linked vendor; created, read, updated, and deleted so contract data moves two-way between Gatekeeper and a database, ERP, or CRM. | Tasks is specific to Copper CRM and Contracts to Gatekeeper — each maps to any object or custom field on the other side. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Vendors (Suppliers) Company records for counterparties and suppliers with onboarding status, compliance, risk, contacts, and spend; read and written to keep vendor master data aligned with a CRM or ERP. | Projects is specific to Copper CRM and Vendors (Suppliers) to Gatekeeper — each maps to any object or custom field on the other side. | |
| Pipelines Stage definitions that give opportunity records their stage context. | Files Document files attached to contracts and vendors - executed PDFs, certificates, and compliance evidence; read to pull signed files and evidence out, or written to push generated documents in. | Pipelines is specific to Copper CRM and Files to Gatekeeper — each maps to any object or custom field on the other side. | |
| Custom Field Definitions Org-defined fields whose definitions are fetched to build dynamic field mappings. | Workflow form data The structured data captured on Gatekeeper workflow forms (intake requests, vendor onboarding, risk assessments); exposed by the API since 2025 so form results sync into an operational database, not only contract and vendor records. | Custom Field Definitions is specific to Copper CRM and Workflow form data to Gatekeeper — each maps to any object or custom field on the other side. |
How changes propagate between Copper CRM and Gatekeeper
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Copper CRM Gatekeeper Sub-second propagation
DetectionCopper CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record create/update/delete events.
DeliveryEach detected change is written to Gatekeeper through its API, with automatic retries and rate-limit backoff.
Gatekeeper Copper CRM Interval-based propagation
DetectionStacksync polls Gatekeeper for changes on an incremental schedule, reading only records changed since the previous pass. No native developer webhook subscription API and no database change-data-capture log.
DeliveryEach detected change is written to Copper CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Copper CRM: Subject to the platform's API rate limits.
- Gatekeeper: Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
What ships with Copper CRM ⇄ Gatekeeper
Connect Copper CRM and Gatekeeper for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Gatekeeper connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Copper CRM or Gatekeeper data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Copper CRM or Gatekeeper record.
Observability
Monitoring
Track your Copper CRM ⇄ Gatekeeper sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Copper CRM and Gatekeeper.
How the Copper CRM and Gatekeeper connectors work
Copper CRM
- Integration surface
- REST API
- Authentication
- API key paired with the requesting user's email address, sent as request headers
- Change detection
- Webhook subscriptions for record create/update/delete events; polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
Gatekeeper
- Integration surface
- RESTful API following the JSON:API specification, tenant-scoped with interactive docs at {tenant}.gatekeeperhq.com/api_docs and a published Postman collection. The API is dynamic: it exposes the standard Contract and Vendor objects plus any custom data groups and workflow-form data configured in the tenant.
- Authentication
- API keys created and managed under Configuration > API Keys and passed as a token; each key carries granular per-endpoint permissions set to read-only or write, so access is scoped per object. Multiple keys can be issued and revoked independently.
- Change detection
- No native developer webhook subscription API and no database change-data-capture log; detect changes by polling the JSON:API list endpoints filtered and sorted on updated-at timestamps. Gatekeeper's own event automation - Workflow Engine phase transitions and Interconnect process orchestration - runs inside the platform rather than as a subscribable webhook stream.
- Capabilities
- read · write
- Rate limits
- Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
How it works
How to connect Copper CRM to Gatekeeper — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Copper CRM and Gatekeeper with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Copper CRM
connected
Gatekeeper
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Copper CRM and Gatekeeper objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Copper CRM ⇄ GatekeeperCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Copper CRM GatekeeperCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Copper CRM and Gatekeeper integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Gatekeeper: authenticate both systems, choose the objects to sync (such as Copper CRM's Opportunities and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Gatekeeper: RESTful API following the JSON:API specification, tenant-scoped with interactive docs at {tenant}.gatekeeperhq.com/api_docs and a published Postman collection. The API is dynamic: it exposes the standard Contract and Vendor objects plus any custom data groups and workflow-form data configured in the tenant. Authentication: API keys created and managed under Configuration > API Keys and passed as a token; each key carries granular per-endpoint permissions set to read-only or write, so access is scoped per object. Multiple keys can be issued and revoked independently. Stacksync manages authentication, retries, and rate limits on both sides.
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Gatekeeper: Gatekeeper's API follows the JSON:API specification and is dynamic - it automatically exposes any custom data groups and, since a 2025 update, data captured in workflow forms, not only Contract and Vendor records. Copper CRM: Copper is built around Google Workspace: records are commonly created and updated from Gmail and Google Calendar activity, so synced data often originates in email interactions. Stacksync's field mapping accounts for these differences between Copper CRM and Gatekeeper without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Copper CRM and Gatekeeper records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Copper CRM and Gatekeeper connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Copper CRM–Gatekeeper integration in-house.
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Yes — Stacksync ships production-grade connectors for both Copper CRM and Gatekeeper. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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