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CoPilot AI
CoPilot AI
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
CoPilot AI
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead Connected" from CoPilot AI.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects CoPilot AI and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use CoPilot AI and HubSpot with AI agents and code
Beyond Zap workflows. Call CoPilot AI and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose CoPilot AI and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use CoPilot AI and HubSpot
Log lead replies for data analysis
When a lead replies in CoPilot AI, Zapier automatically logs the event in HubSpot. This workflow enables data scientists to analyze and measure which campaigns or sales strategies are leading to higher engagement rates over time.
Whenever a new lead connects in CoPilot AI, Zapier creates or updates a contact in HubSpot. This ensures marketing teams can immediately act on and nurture these leads with personalized campaigns, speeding up engagement response times.
Zapier updates HubSpot whenever a meeting is booked in CoPilot AI. This gives project managers real-time visibility into meeting schedules, ensuring consistency in communication and helping to meet project deadlines.
Level up your CoPilot AI to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about CoPilot AI + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CoPilot AI and HubSpot
What is CoPilot AI and how does it integrate with HubSpot?
CoPilot AI is a platform designed for automating business workflows. Our integration with HubSpot allows users to connect their marketing, sales, and customer service data and processes. By setting up specific triggers in HubSpot, you can automate actions in CoPilot AI such as sending notifications or updating records.
How do I set up a trigger from HubSpot in CoPilot AI?
To set up a trigger, navigate to the integrations section within our platform and choose HubSpot. From there, you can select specific events such as contact creation or deal stage changes as triggers for actions in CoPilot AI.
Can I customize the actions taken by CoPilot AI when triggered by HubSpot events?
Yes, our platform allows you to customize actions based on specific triggers from HubSpot. For example, you can tailor automated emails or record updates that are executed when certain conditions are met in your HubSpot account.
Are there any limits on the number of triggers or actions I can create between CoPilot AI and HubSpot?
Currently, we do not impose a limit on the number of triggers or actions you can create between CoPilot AI and HubSpot. However, it's always good practice to optimize your workflows for efficiency.
What types of data can be synchronized between CoPilot AI and HubSpot through the integration?
The integration supports synchronization of contact information, deal stages, task assignments, and more. We ensure that all necessary data types can trigger specific automated workflows within our system.
Do I need any technical skills to integrate CoPilot AI with my HubSpot account?
No advanced technical skills are required. Our integration process is straightforward with guided steps allowing users to link their accounts and set up desired workflows without coding.
What happens if there's an error during a workflow triggered by data from HubSpot?
If an error occurs during a workflow execution, we provide detailed logs and alerts so you can quickly identify and address issues. Additionally, our support team is available to assist with troubleshooting.
About CoPilot AI
CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
