About Copper + Hugo
Teams who successfully use both tools rely on Copper for logging customer activities and Hugo for managing their meetings - from setting agendas in advance, to capturing notes in the meeting and then sharing those notes with the right people and the tools they use every day.
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 notes as an activity on customer accounts in Copper. When those notes are sent to Copper, they will also include a link back to the Hugo notes 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 notes to people and companies in Copper as an activity
- For each Copper activity created in Hugo, a link back to the notes will be included so that teammates have the context they need when reading data in your CRM