Overview
Copper CRM is built to live inside Google Workspace, surfacing people, companies, opportunities, and leads directly in the Gmail sidebar. That tight Google coupling is convenient until a team needs workflows that reach beyond Gmail — multi-channel messaging, India-specific features, or reporting Copper does not offer. Migrating to HelloGrowthCRM moves the relationship data out of the Google-only context while keeping the Gmail connection your reps still rely on for email.
A Copper migration is mostly about pipelines and the Google link. You export people, companies, opportunities, and activities from Copper's settings, map Copper pipelines to CRM pipelines, and reconnect Gmail so email sync continues without a gap. Because Copper records are often created straight from Gmail, deduplicating contacts on email before import keeps the new CRM clean.
What data is involved
- People mapped to CRM contacts, with email as the primary dedupe key.
- Companies mapped to CRM companies and linked to their people.
- Opportunities mapped to deals with Copper pipeline stages translated to CRM stages.
- Leads imported into the CRM lead workflow for qualification.
- Activities and logged emails imported onto the matching record timeline.
- Gmail connection re-established post-migration so email sync continues for each rep.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Export Copper data via Settings → Export
- Map Copper pipelines to HelloGrowthCRM pipelines
- Import and verify contacts and deals
- Reconnect Gmail integration
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Export Copper data via Settings → Export
- Map Copper pipelines to HelloGrowthCRM pipelines
- Import and verify contacts and deals
- Reconnect Gmail integration
Best practices
- Map each Copper pipeline to a deliberate CRM pipeline rather than merging them blindly, so stage reporting stays meaningful.
- Dedupe people on email before import, since Copper often auto-creates a record from every Gmail thread.
- Reconnect Gmail for each rep immediately after go-live so there is no gap in email logging.
- Confirm company-to-people links after the sandbox import — Copper's Google contacts can fragment the same company under different domains.
- Decide which Copper leads are still active before importing; stale Gmail-generated leads are worth filtering out.
Best for & common use cases
Google Workspace teams on Copper, Businesses expanding beyond Google-only workflows, Teams needing India-specific features
- Contact and opportunity migration from Copper
- Pipeline stage mapping
- Gmail integration reconnection post-migration
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
Troubleshooting
- Email stopped logging after cut-over: Gmail was not reconnected post-migration — reconnect each rep's Google account.
- Same company appears multiple times: Google contacts split it across domains; merge companies after import.
- Opportunities missing their company: companies were imported after opportunities — re-run in contact-then-company-then-deal order.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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