Done-For-You Copper + Square Customer Sync

three60 connect copper square

Switch your square experience in copper to autopilot

Now that you’re using the Square integration to get paid faster, take the next step and free up more time with customized syncing.

So, when a Copper Person is created or updated, this is automatically reflected in Square, in real-time

That means you always have access to the most up-to-date customer information, on any device. 

Syncing also eliminates the possibility of duplicates and needing to import/export data manually.

Our years of experience with Copper and Square means you receive expert consultancy, reliable integrations and ongoing support – without any of the hassle or you needing to lift a finger.

Sync Customers

Sync customers from Copper to Square based on your custom criteria with the LITE plan

Segment Customers

Sync customers + custom fields from Square to Copper with the PRO plan (coming soon)

Workflow Automation

Sync customers + custom fields + workflow automation to save even more time, boost team productivity and increase revenue with the PRO+ plan (coming soon)

LITE Plan

Your Customers In-Sync 24/7/365

The LITE plan lets you automatically sync your Copper People and Square Customers, based on your custom criteria.

lite

$49

$35

/month
Plus $249 one-time set up

We do everything for you!

Discovery Workshop

Sync Copper People to Square

Default field mapping (full name, email address, company, telephone & address)

Online ticket support

Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).

The following are just examples of what you can do – we’re limited only by your imagination!

Workflow

Sync contacts when a specific web form has been completed

Workflow

Sync contacts when a specific Copper field is updated

Workflow

Sync contacts only when a specific contact type is selected in Copper

PRO Plan

Effortlessly Segment Your Customers By Purchase Activity (Coming Soon)

Copper to Square Sync

We’ll help you highlight key metrics from Square to provide deeper financial transparency of your relationships in Copper.  

This plan will bring a new dimension of segmenting customers in Copper based on revenue, quantity of sales or other valuable key metrics from your Square account. Segmenting your customers in Copper based on purchase data, means your team can remove the guess work and be laser-guided with growing their accounts. The PRO plan is customized to suit your needs and works best for teams.

pro
(coming soon)

$99

/month
Plus $499 one-time set up

Everything in LITE

Sync Square & Copper

Highlight key purchase information per customer in Copper such as gross sales, top item by sale, etc.

Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).

The following are just examples of what you can do – we’re limited only by your imagination!

Workflow

Show total revenue provided by customer in Copper 

Workflow

Show number of products or services purchased by customer in Copper 

Workflow

Show top product or service purchased by customer in Copper 

PRO+ Plan

Automate The Mundane (Coming Soon)

Copper to Square Sync

Looking for more than just a sync service?

If you thought automated B2B commerce is only in the reach of blue-chips, think again! Syncing paves the way for automation, allowing your business to streamline invoicing workflows and remove manual and repetitive admin tasks from your team, without leaving your CRM. 

PRO+
(coming soon)

Starting from

$199*

/month
Plus one-time set up

Everything in PRO

Custom workflow automation

Sync to multiple Copper Modules (People and Opportunities)

Premium support + quarterly check-in

*Monthly price plan and set-up fee to be confirmed following a free discovery call.
Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).

The following are just examples of what you can do – we’re limited only by your imagination!

Workflow

When an invoice is marked as paid, update Copper opportunity as won and create a duplicate card on the on-boarding pipeline

Workflow

When a salesperson updates a Copper field, trigger an update in Square automatically

Workflow

When a field in Square is updated, create a task in Copper automatically for a salesperson

How it works

From getting started to going live, you’ll have the peace of mind that everything is being taken care of for you.

It all starts with a free discovery call. Unlike self-service integration platforms out there, you’ll work directly with certified Copper and Square consultants, who ensure your sync delivers value from day one of going live.  The blue boxes below is us. You hardly need to lift a finger! 

how it works

Book a free 1:1 discovery call today. You pick the time

happy clients enjoying hassle-free syncing

Each of these clients were provided a sync that matched their exact needs and built to accommodate growth.