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Copper + HubSpot

Create tasks in Copper for new HubSpot companies

Effortlessly streamline your sales process with this HubSpot and Copper workflow. When a new company is added in HubSpot, this automation instantly creates a task in Copper, ensuring that your sales team stays organized and on top of their work. Save time and eliminate manual data entry while keeping both apps up-to-date.

Effortlessly streamline your sales process with this HubSpot and Copper workflow. When a new company is added in HubSpot, this automation instantly creates a task in Copper, ensuring that your sales team stays organized and on top of their work. Save time and eliminate manual data entry while keeping both apps up-to-date.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    CopperCopper
    Create Task

    Creates a new Task.

    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
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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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copper logo

About Copper

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

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo

About HubSpot

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

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