CompanyHub + Copper Integration

Connect CompanyHub to Copper in 1 click

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1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
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2.

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Ready Workflows Ready Workflows   for CompanyHub + Copper Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
CompanyHub + Copper Integration

Create Copper person for new CompanyHub record

Automatically creating Copper person records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Copper + CompanyHub Integration

Create CompanyHub record for new Copper person

When a new person is created in your Copper, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Copper + CompanyHub Integration

Create CompanyHub deal from new Copper person

Anytime a new person is created in your Copper, a new deal will automatically be created in your CompanyHub. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Copper - CompanyHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Copper + CompanyHub Integration

Create CompanyHub task for new Copper person

In Copper, when you create a person, it automatically creates a task in CompanyHub for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
CompanyHub + Copper Integration

Create Copper task for new CompanyHub contact

In CompanyHub, when you create a contact, it automatically creates a task in Copper for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
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Automations

Top 10 Most Popular CompanyHub Automations from
Integrately Community

Just click on the workflow you want to automate

CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate

Top 10 Most Popular Copper Automations from
Integrately Community

Most popularmost-popular-automations
01
Copper logo
SMTP logo
Send SMTP email for new Copper person
02
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
03
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
04
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
05
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
cloud
Copper
app integration
06
WordPress logo
Copper logo
Create Copper person for new WordPress user
07
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
08
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
09
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
10
Copper logo
Ziper logo
Send Ziper message for new Copper task
How Integrately Works?

How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect CompanyHub or Copper With 1400+ Other Apps

CompanyHub
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
Copper
Copper
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.