Integrate Copper CRM with Company Hub

Appy Pie Connect allows you to automate multiple workflows between Copper CRM and Company Hub

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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

About Company Hub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

Company Hub Integrations

Best Copper CRM and Company Hub Integrations

  • Copper CRM Integration Copper CRM Integration

    Gmail + Copper CRM

    Create Update Company to Copper CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Copper CRM Integration New Attachment
     
    Then do this...
    Copper CRM Integration Create Update Company
  • Copper CRM Integration Copper CRM Integration

    Gmail + Copper CRM

    Update Company in Copper CRM when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Copper CRM Integration New Attachment
     
    Then do this...
    Copper CRM Integration Update Company
  • Copper CRM Integration Copper CRM Integration

    Gmail + Copper CRM

    Create Update Opportunity to Copper CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Copper CRM Integration New Attachment
     
    Then do this...
    Copper CRM Integration Create Update Opportunity
  • Copper CRM Integration Copper CRM Integration

    Gmail + Copper CRM

    Update Opportunity in Copper CRM when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Copper CRM Integration New Attachment
     
    Then do this...
    Copper CRM Integration Update Opportunity
  • Copper CRM Integration Copper CRM Integration

    Gmail + Copper CRM

    Create Update Person to Copper CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Copper CRM Integration New Attachment
     
    Then do this...
    Copper CRM Integration Create Update Person
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Copper CRM + Company Hub in easier way

It's easy to connect Copper CRM + Company Hub without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggers when a contact is created.

  • New Deal

    Triggers when a new deal is created

  • New Quote

    Triggers when a new quote is created

  • New Record

    Triggers when a new record is created.

  • New Sales Order

    Triggers when a new salesorder is created

  • New Task

    Triggers when a new task is created.

  • Record Updated

    Triggers when a existing record is updated.

    Actions
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • Create Company

    Creates a new Company.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create Record

    Creates a new record in custom table.

  • Update Record

    Updates an existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & Company Hub Integrations Work

  1. Step 1: Choose Copper CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Company Hub as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Copper CRM to Company Hub.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.