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CRM ⇄ Business productivity

Copper CRM to eClinicalWorks integration — real-time, two-way sync

Keep Copper CRM and eClinicalWorks 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
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Copper CRM and eClinicalWorks

Sync what happens in eClinicalWorks 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 eClinicalWorks 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 Allergies, Immunizations, Documents, Diagnostic reports in eClinicalWorks to Activities, Tasks, Projects, Pipelines in Copper CRM with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Copper CRM, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • Keep provider directories consistent between eClinicalWorks and scheduling or marketing systems.
  • Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • Mirror Copper data into Postgres so internal tools can query CRM state without extra API calls.
  • Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.

Where eClinicalWorks runs outreach

Prospects, sends, and replies sync into Copper CRM, keeping lead status current without manual imports.

Where eClinicalWorks supplies contact or company data

Enriched fields land directly on records in Copper CRM, and refreshes keep them from going stale.

Where eClinicalWorks processes payments

Charges, refunds, and subscription changes appear on the account in Copper CRM, so revenue context lives with the relationship.

What you can sync between Copper CRM and eClinicalWorks

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 eClinicalWorks objects
Companies Organization records linked to people and opportunities. Documents Clinical notes and attachments referenced from the chart.
Leads Unqualified prospects kept separate from People until converted. Diagnostic reports Structured result reports grouping observations for a study or panel.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs.
Activities Logged emails, calls, meetings, and notes attached to records. Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach.
Tasks To-dos with due dates and assignees, usable in workload syncs. Encounters Visit records tying diagnoses, providers, and billing context together.
Projects Post-sale work records Copper offers alongside classic CRM objects. Practitioners Provider records used to keep directories and scheduling systems consistent.
What ships with Copper CRM ⇄ eClinicalWorks

Connect Copper CRM and eClinicalWorks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–eClinicalWorks connection.

Real-time

Two-way sync

Changes in Copper CRM or eClinicalWorks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM or eClinicalWorks 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 eClinicalWorks record.

Observability

Monitoring

Track your Copper CRM ⇄ eClinicalWorks 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 eClinicalWorks.

How the Copper CRM and eClinicalWorks 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

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements
How it works

How to connect Copper CRM to eClinicalWorks — 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.

  1. 01

    Connect your apps

    Authenticate Copper CRM and eClinicalWorks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Copper CRM connected
    eClinicalWorks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Copper CRM and eClinicalWorks 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Copper CRM ⇄ eClinicalWorks
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Copper CRM eClinicalWorks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Copper CRM and eClinicalWorks integration FAQ

SECURITY

Security teams love 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Copper CRM and eClinicalWorks.

Popular · 8 of 386
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