Real-time
Two-way sync
Changes in Copper CRM or Salesmate instantly reflect in both systems. No stale data, no manual imports.
CRM
Copper CRM to Salesmate integration — real-time, two-way sync
Keep Copper CRM and Salesmate in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Celigo
Why teams connect Copper CRM and Salesmate
Run Copper CRM and Salesmate side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Custom Field Definitions, People, Companies, Leads in Copper CRM with Companies, Deals, Activities, Pipelines and Stages in Salesmate in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.
- 02 Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
What you can sync between Copper CRM and Salesmate
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 | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Companies Organization records linked to people and opportunities. | Companies Organization records linked to contacts and deals. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Users Team member records used for ownership mapping. | Opportunities is specific to Copper CRM and Users to Salesmate — each maps to any object or custom field on the other side. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Contacts Person records synced with marketing tools and enrichment databases. | Tasks is specific to Copper CRM and Contacts to Salesmate — each maps to any object or custom field on the other side. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Projects is specific to Copper CRM and Deals to Salesmate — each maps to any object or custom field on the other side. | |
| Pipelines Stage definitions that give opportunity records their stage context. | Pipelines and Stages Sales process definitions read for stage mapping in syncs. | Pipelines is specific to Copper CRM and Pipelines and Stages to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Copper CRM and Salesmate
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 Salesmate 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 Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Copper CRM Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
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.
- Salesmate: Subject to the platform's API rate limits.
What ships with Copper CRM ⇄ Salesmate
Connect Copper CRM and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Copper CRM or Salesmate 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 Salesmate record.
Observability
Monitoring
Track your Copper CRM ⇄ Salesmate 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 Salesmate.
How the Copper CRM and Salesmate 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
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Copper CRM to Salesmate — 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 Salesmate 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
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Copper CRM and Salesmate 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 ⇄ SalesmateCustomers 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 SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Copper CRM and Salesmate integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Salesmate: authenticate both systems, choose the objects to sync (such as Copper CRM's Companies and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Copper CRM: Webhook subscriptions for record create/update/delete events; polling as fallback. On Salesmate: Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Copper CRM side: Custom Field Definitions, People, Companies, Leads, plus custom fields where Copper CRM exposes them. On the Salesmate side: Companies, Deals, Activities, Pipelines and Stages. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Copper CRM and Salesmate: Post-acquisition consolidation; Migration with a parallel run; Divisional or regional split. Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
-
Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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
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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