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Copilot CRM Integrations

Sales & CRM

Put Copilot CRM to work with AI and enterprise-grade automation

Automate smarter with Copilot CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate Jotform with Copilot CRMIntegrate Jotform with Copilot CRM
Jotform
Forms & Surveys
Integrate Google Forms with Copilot CRMIntegrate Google Forms with Copilot CRM
Google Forms
Forms & Surveys, Google
Integrate Google Sheets with Copilot CRMIntegrate Google Sheets with Copilot CRM
Google Sheets
Google, Spreadsheets
Integrate Xero with Copilot CRMIntegrate Xero with Copilot CRM
Xero
Accounting
Integrate Wix with Copilot CRMIntegrate Wix with Copilot CRM
Wix
Website Builders
Integrate Calendly with Copilot CRMIntegrate Calendly with Copilot CRM
Calendly
Scheduling & Booking
Integrate Squarespace Forms with Copilot CRMIntegrate Squarespace Forms with Copilot CRM
Squarespace Forms
Forms & Surveys
Integrate HubSpot with Copilot CRMIntegrate HubSpot with Copilot CRM
HubSpot
Marketing Automation
Integrate Gmail with Copilot CRMIntegrate Gmail with Copilot CRM
Gmail
Email, Google
Integrate Jotform with Copilot CRMIntegrate Jotform with Copilot CRM
Jotform
Forms & Surveys
Integrate Google Forms with Copilot CRMIntegrate Google Forms with Copilot CRM
Google Forms
Forms & Surveys, Google
Integrate Google Sheets with Copilot CRMIntegrate Google Sheets with Copilot CRM
Google Sheets
Google, Spreadsheets
Integrate Xero with Copilot CRMIntegrate Xero with Copilot CRM
Xero
Accounting
Integrate Wix with Copilot CRMIntegrate Wix with Copilot CRM
Wix
Website Builders
Integrate Calendly with Copilot CRMIntegrate Calendly with Copilot CRM
Calendly
Scheduling & Booking
Integrate Jotform with Copilot CRMIntegrate Jotform with Copilot CRM
Jotform
Forms & Surveys
Integrate Google Forms with Copilot CRMIntegrate Google Forms with Copilot CRM
Google Forms
Forms & Surveys, Google
Integrate Google Sheets with Copilot CRMIntegrate Google Sheets with Copilot CRM
Google Sheets
Google, Spreadsheets
Integrate Xero with Copilot CRMIntegrate Xero with Copilot CRM
Xero
Accounting
Integrate Wix with Copilot CRMIntegrate Wix with Copilot CRM
Wix
Website Builders
Integrate Calendly with Copilot CRMIntegrate Calendly with Copilot CRM
Calendly
Scheduling & Booking
Integrate Squarespace Forms with Copilot CRMIntegrate Squarespace Forms with Copilot CRM
Squarespace Forms
Forms & Surveys
Integrate HubSpot with Copilot CRMIntegrate HubSpot with Copilot CRM
HubSpot
Marketing Automation
Integrate Gmail with Copilot CRMIntegrate Gmail with Copilot CRM
Gmail
Email, Google

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Launch your first automated workflow

  • Add new Copilot CRM customers to Google Contacts

    • Copilot CRM logo
    • Google Contacts logo
    Copilot CRM + Google Contacts
  • Create or update Xero contacts with new customers from Copilot CRM

    Premium
    Details
    • Copilot CRM logo
    • Xero logo
    Copilot CRM + Xero
  • Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

    • Copilot CRM logo
    • NiceJob logo
    Copilot CRM + NiceJob
  • Create new Copilot CRM customers from new Jotform submissions

    • Jotform logo
    • Copilot CRM logo
    Jotform + Copilot CRM
  • Create new Copilot CRM customers from new Wix forms responses

    • Wix logo
    • Copilot CRM logo
    Wix + Copilot CRM
  • Create new Copilot CRM customers from new Google Forms form responses

    • Google Forms logo
    • Copilot CRM logo
    Google Forms + Copilot CRM
  • Add new Copilot CRM customers to Google Contacts

    • Copilot CRM logo
    • Google Contacts logo
    Copilot CRM + Google Contacts
  • Create or update Xero contacts with new customers from Copilot CRM

    Premium
    Details
    • Copilot CRM logo
    • Xero logo
    Copilot CRM + Xero
  • Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

    • Copilot CRM logo
    • NiceJob logo
    Copilot CRM + NiceJob
  • Create new Copilot CRM customers from new Jotform submissions

    • Jotform logo
    • Copilot CRM logo
    Jotform + Copilot CRM
  • Create new Copilot CRM customers from new Wix forms responses

    • Wix logo
    • Copilot CRM logo
    Wix + Copilot CRM
  • Create new Copilot CRM customers from new Google Forms form responses

    • Google Forms logo
    • Copilot CRM logo
    Google Forms + Copilot CRM
  • Create sales invoices in Xero for new invoices in Copilot CRM

    Premium
    Details
    • Copilot CRM logo
    • Xero logo
    Copilot CRM + Xero
  • Add new Copilot CRM customers as HubSpot contacts

    • Copilot CRM logo
    • HubSpot logo
    Copilot CRM + HubSpot
  • Get Slack notifications for new Copilot CRM payments

    • Copilot CRM logo
    • Slack logo
    Copilot CRM + Slack
  • Add new Copilot CRM customers as Mailchimp subscribers

    • Copilot CRM logo
    • Mailchimp logo
    Copilot CRM + Mailchimp
  • Create Google Calendar detailed events from new Copilot CRM close visit events

    • Copilot CRM logo
    • Google Calendar logo
    Copilot CRM + Google Calendar
  • Add new Shopify customers to Copilot CRM

    Premium
    Details
    • Shopify logo
    • Copilot CRM logo
    Shopify + Copilot CRM
    • Create sales invoices in Xero for new invoices in Copilot CRM

      Premium
      Details
      • Copilot CRM logo
      • Xero logo
      Copilot CRM + Xero
    • Add new Copilot CRM customers as HubSpot contacts

      • Copilot CRM logo
      • HubSpot logo
      Copilot CRM + HubSpot
    • Get Slack notifications for new Copilot CRM payments

      • Copilot CRM logo
      • Slack logo
      Copilot CRM + Slack
    • Add new Copilot CRM customers as Mailchimp subscribers

      • Copilot CRM logo
      • Mailchimp logo
      Copilot CRM + Mailchimp
    • Create Google Calendar detailed events from new Copilot CRM close visit events

      • Copilot CRM logo
      • Google Calendar logo
      Copilot CRM + Google Calendar
    • Add new Shopify customers to Copilot CRM

      Premium
      Details
      • Shopify logo
      • Copilot CRM logo
      Shopify + Copilot CRM

    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.

    • Copilot CRM triggers, actions, and search
      Close Visit

      Triggers when a visit to a customer is closed.

      Trigger
      Polling
      Try It

    Copilot CRM Help & Support

    Common questions

    copilot-crm logo
    About Copilot CRM
    Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
    Related categories

    Popular Copilot CRM Integrations

    • Jotform
    • Google Forms
    • Google Sheets
    • Formatter by Zapier
    • Xero