Copilot CRM Integrations

Do more with Copilot CRM integrations

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Quickly automate Copilot CRM integrations with Zapier's templates

Create new Copilot CRM customers from new Google Forms form responses
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Google Forms + Copilot CRM
Add new Copilot CRM customers to Google Contacts
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Copilot CRM + Google Contacts
Create new Copilot CRM customers from new Wix forms responses
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Wix + Copilot CRM
Add Google Sheets rows for new Copilot CRM expenses
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Copilot CRM + Google Sheets

Add new Copilot CRM customers as HubSpot contacts
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Copilot CRM + HubSpot

Get Slack notifications for new Copilot CRM payments
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Copilot CRM + Slack

Create new Copilot CRM customers from new Google Forms form responses

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Google Forms + Copilot CRM

Add new Copilot CRM customers to Google Contacts

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Copilot CRM + Google Contacts

Create new Copilot CRM customers from new Wix forms responses

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Wix + Copilot CRM

Add Google Sheets rows for new Copilot CRM expenses

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Copilot CRM + Google Sheets

Add new Copilot CRM customers as HubSpot contacts

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Copilot CRM + HubSpot

Get Slack notifications for new Copilot CRM payments

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Copilot CRM + Slack

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.

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Related categories

Sales & CRM

Copilot CRM Integrations

Do more with Copilot CRM integrations

Jotform

Google Forms

Google Sheets

Google Calendar

Gmail

QuickBooks Online

Facebook Lead Ads

HubSpot

Calendly

Jotform

Google Forms

Google Sheets

Google Calendar

Gmail

QuickBooks Online

Jotform

Google Forms

Google Sheets

Google Calendar

Gmail

QuickBooks Online

Facebook Lead Ads

HubSpot

Calendly

Create new Copilot CRM customers from new Google Forms form responses

Add new Copilot CRM customers to Google Contacts

Create new Copilot CRM customers from new Wix forms responses

Add Google Sheets rows for new Copilot CRM expenses

Add new Copilot CRM customers as HubSpot contacts

Get Slack notifications for new Copilot CRM payments

Create new Copilot CRM customers from new Google Forms form responses

Add new Copilot CRM customers to Google Contacts

Create new Copilot CRM customers from new Wix forms responses

Add Google Sheets rows for new Copilot CRM expenses

Add new Copilot CRM customers as HubSpot contacts

Get Slack notifications for new Copilot CRM payments

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Estimate Number

Estimate Date

Item Tax Percent

Item Description

Discount Percent

Estimate Notes

Create To-Do

To-do Type

Description

Customer

Property

Update Property

Property Name

Property Size

Property Size Type

County Tax

City Tax

State Tax

Address

Country

City

State

Postal Code

Property Notes

Find Payment

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Customer Type

First Name

Last Name

Email Address

Phone Number

Mobile Number