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Copper + HubSpot

Create new companies in HubSpot and associate them with projects in Copper

Effortlessly manage your client relationships by connecting HubSpot and Copper with this seamless workflow. Whenever a new company is added in HubSpot, it will be associated with a project in Copper, ensuring that your CRM and project management tools are always up-to-date. Save time and stay organized without any manual work by implementing this smart automation.

Effortlessly manage your client relationships by connecting HubSpot and Copper with this seamless workflow. Whenever a new company is added in HubSpot, it will be associated with a project in Copper, ensuring that your CRM and project management tools are always up-to-date. Save time and stay organized without any manual work by implementing this smart automation.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    CopperCopper
    Associate to Project

    This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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Related categories

  • CRM (Customer Relationship Management)

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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