Copilot CRM Integrations

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Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion

QuickBooks Online

Accounting

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Squarespace

Forms & Surveys

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion

QuickBooks Online

Accounting

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Squarespace

Forms & Surveys

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Quickly automate Copilot CRM integrations with Zapier's templates

Create detailed Google Calendar events from new Copilot CRM to-dos
Details
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Copilot CRM + Google Calendar
Add new Copilot CRM customers to Google Contacts
Details
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Copilot CRM + Google Contacts
Add Google Sheets rows for new Copilot CRM expenses
Details
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Copilot CRM + Google Sheets
Create new Copilot CRM customers from new Wix forms responses
Details
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Wix + Copilot CRM
Create new Copilot CRM customers from new Google Forms form responses
Details
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Google Forms + Copilot CRM
Create new Copilot CRM customers from new Jotform submissions
Details
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Jotform + Copilot CRM

Create detailed Google Calendar events from new Copilot CRM to-dos

Copilot CRM + Google Calendar

Add new Copilot CRM customers to Google Contacts

Copilot CRM + Google Contacts

Add Google Sheets rows for new Copilot CRM expenses

Copilot CRM + Google Sheets

Create new Copilot CRM customers from new Wix forms responses

Wix + Copilot CRM

Create new Copilot CRM customers from new Google Forms form responses

Google Forms + Copilot CRM

Create new Copilot CRM customers from new Jotform submissions

Jotform + Copilot CRM

Supported triggers and actions

What does this mean?

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
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New Customer
Triggers when a new customer is added.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
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New Property
Triggers when a new property is added.
Trigger
Scheduled
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
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- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write

- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
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- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

Popular Copilot CRM Integrations