About Copper + Hugo
Teams who successfully use both tools rely on Copper for logging customer activities and Hugo for managing their meeting docs.
Here's a quick video that covers how Hugo works with all of our CRM app integrations:
With the Copper for Hugo integration, you can sync your docs as an activity on customer accounts in Copper. When those docs are sent to Copper, they will also include a link back to the Hugo doc so that teammates have the context they need!
There are several features in this integration to help your team push the right information to their CRM, while also being able to seamlessly keep everyone else on the same page.
From within Hugo you can:
- Sync Hugo docs to people and companies in Copper as an activity
- For each Copper activity created in Hugo, a link back to the doc will be included so that teammates have the context they need when reading data in your CRM