Integrate Copper with HubSpot CRM

Send information between Copper and HubSpot CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Copper and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Contact created

Triggers when a new contact is created

Company created or updated

Triggers when a company is created or updated

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Contact created or updated

Triggers when a contact is created or updated

Email created

Triggers when a new email is created

Task created

Triggers when a new task is created

Deal created or updated

Triggers when a deal is created or updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create company

Creates a new company

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Create project

Creates a new project

Update opportunity

Updates the details of an existing opportunity

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Create task

Creates a new task

Create company

Creates a new company

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create contact

Creates a new contact

Update company

Updates the details of an existing company

Update contact - By email

Updates the details of an existing contact associated with the specified email

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

Fetch ticket pipeline - By name

Fetches the details of an existing pipeline in the ticket by name

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By name

Fetches the details of an existing company by name

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

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Custom functions

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