Assembly - formerly Copilot + HubSpot

Create clients in Assembly - formerly Copilot with new submissions in HubSpot

Companies often have publicly accessible forms where leads indicate interest in becoming a client. With this integration, you can manage those details effortlessly, asking the client to provide their name, email, and any additional information in the HubSpot form, and then automatically creating the client and invite them in your portal.

Companies often have publicly accessible forms where leads indicate interest in becoming a client. With this integration, you can manage those details effortlessly, asking the client to provide their name, email, and any additional information in the HubSpot form, and then automatically creating the client and invite them in your portal.

  1. When this happens...
    HubSpotHubSpot
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Assembly - formerly CopilotAssembly - formerly Copilot
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

assembly-formerly-copilot logo
assembly-formerly-copilot logo

About Assembly - formerly Copilot

Assembly - formerly Copilot is a complete client communication and management solution that offers a branded and streamlined experience to businesses.
Learn more

Related categories

  • CRM (Customer Relationship Management)
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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