your copper crm strategic partner
three60.io is a Copper CRM onboarding, integration and embedded apps specialist
Real-time two way sync with no effort
three60.io is one of the leading solutions in the market which keeps your data in sync bi-directionally in real time. Eliminate any manual data entry needed from your team to keep apps in sync this includes new records and updates to historical records.
No effort easy setup
Unlike others, three60.io requires no effort to set up. Simply specify what you want and our dedicated team of integrators will get to work and wire things up for you. SImply sit back and watch the magic.
Security and data privacy
We take security and privacy very seriously. We use the latest advanced authentication mechanisms such as OAuth2 and employ end to end encryption, making sure your data is kept private and secure. Best part, we do not store any data on our systems so there is no risk!
Although the possibilities are endless, here’s a few use cases that we’ve helped clients with
- Real time sync between Copper and MailChimp. This integration included keeping Copper Leads and People records in sync with MailChimp Contacts. Furthermore the client only wanted updates to take place once the MailChimp Leadscore was greater than 10
- Real time sync between Copper and Marketo. This integration included keeping the Copper Lead data in sync with the Marketo Lead data. Furthermore the client only wanted new records to be created in Copper if the first name, last name and email address were present
- Real time sync between Copper and Hubspot. This integration included keeping the Copper Lead, People and Company records in sync with the Hubspot Contact, and Account data.
COpper crm embedded apps
Embedded Apps easily allow you to display an integration within the Copper web app. Many businesses run on or with multiple software tools, Embedded apps lets you access another tools data or functionality to Copper.
Leveraging the Copper SDK we are able to create custom applications that can be installed in the Copper web app, with the ability to interact with the Copper Lead, People, Company or Opportunity data the opportunities are endless.
Security and data privacy
We take security and privacy very seriously. We use the latest advanced authentication mechanisms such as OAuth2 and employ end to end encryption, making sure your data is kept private and secure. All of our Embedded apps are hosted in secure and trusted cloud containers maintained by the likes of Google and Amazon
Embedded apps are only limited to your imagination, here’s a few use cases that we’ve helped clients with
- Enabled users to interact with their Square data. This Embedded App displayed invoice data for a given Lead, Person or Company record. In addition it also allowed the user to create an order and raise an invoice from with the Copper web app
- Enabled users to interact with Mailchimp data. This Embedded App displayed Activity data for a given user within the Lead and People module. FUrthermore, the app provided the capability to move users into different lists without having to leave the Copper web app
