Copilot CRM Integrations

Do more with Copilot CRM integrations

Zapier lets you connect Copilot CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Xero

Accounting

Wix

Website Builders

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Xero

Accounting

Wix

Website Builders

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Quickly automate Copilot CRM integrations with Zapier's templates

Create new Copilot CRM customers from new Jotform submissions
Details
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Jotform + Copilot CRM
Add new Copilot CRM customers to Google Contacts
Details
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Copilot CRM + Google Contacts
Create or update Xero contacts with new customers from Copilot CRM
Premium
Details
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Copilot CRM + Xero
Enroll contacts in NiceJob when new payments are triggered in Copilot CRM
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Copilot CRM + NiceJob
Create new Copilot CRM customers from new Google Forms form responses
Details
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Google Forms + Copilot CRM
Create sales invoices in Xero for new invoices in Copilot CRM
Premium
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Copilot CRM + Xero

Create new Copilot CRM customers from new Jotform submissions

Details

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Jotform + Copilot CRM

Add new Copilot CRM customers to Google Contacts

Details

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Copilot CRM + Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Details

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Copilot CRM + Xero

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

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Copilot CRM + NiceJob

Create new Copilot CRM customers from new Google Forms form responses

Details

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Google Forms + Copilot CRM

Create sales invoices in Xero for new invoices in Copilot CRM

Details

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Copilot CRM + Xero

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

Create Google Calendar detailed events from new Copilot CRM close visit events

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Copilot CRM + Google Calendar

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

Add new Copilot CRM customers as Mailchimp subscribers

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Copilot CRM + Mailchimp

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
Create Google Calendar detailed events from new Copilot CRM close visit events
Details
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Copilot CRM + Google Calendar
Add new Copilot CRM customers as HubSpot contacts
Details
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Copilot CRM + HubSpot
Get Slack notifications for new Copilot CRM payments
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Copilot CRM + Slack
Add new Copilot CRM customers as Mailchimp subscribers
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Copilot CRM + Mailchimp

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.

triggers, actions, or triggers and actions

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It
- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
  Required
- Property
Action
Write
- Property
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

Do more with Copilot CRM integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Copilot CRM integrations with Zapier's templates

Create new Copilot CRM customers from new Jotform submissions

Add new Copilot CRM customers to Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

Create new Copilot CRM customers from new Google Forms form responses

Create sales invoices in Xero for new invoices in Copilot CRM

Create new Copilot CRM customers from new Jotform submissions

Add new Copilot CRM customers to Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

Create new Copilot CRM customers from new Google Forms form responses

Create sales invoices in Xero for new invoices in Copilot CRM

Create new Copilot CRM customers from new Wix forms responses

Add Google Sheets rows for new Copilot CRM expenses

Create Google Calendar detailed events from new Copilot CRM close visit events

Add new Copilot CRM customers as HubSpot contacts

Get Slack notifications for new Copilot CRM payments

Add new Copilot CRM customers as Mailchimp subscribers

Create new Copilot CRM customers from new Wix forms responses

Add Google Sheets rows for new Copilot CRM expenses

Create Google Calendar detailed events from new Copilot CRM close visit events

Add new Copilot CRM customers as HubSpot contacts

Get Slack notifications for new Copilot CRM payments

Add new Copilot CRM customers as Mailchimp subscribers

Supported triggers and actions

Popular Copilot CRM Integrations

Popular Copilot CRM Integrations