Copilot + HubSpot

Create clients in 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!
    CopilotCopilot
    Create Client

    Creates a new client.

    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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