Copilot + HubSpot

Create new HubSpot contacts from newly created clients in Copilot

When a new client is added in the Copilot platform, streamline your workflow by having that information instantly transferred to your HubSpot contact list. This automation saves you time by taking over manual data entry, allowing you to focus more on building relationships with your clients. This seamless connection between Copilot and HubSpot ensures you never miss adding a client to your network.

When a new client is added in the Copilot platform, streamline your workflow by having that information instantly transferred to your HubSpot contact list. This automation saves you time by taking over manual data entry, allowing you to focus more on building relationships with your clients. This seamless connection between Copilot and HubSpot ensures you never miss adding a client to your network.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project 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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