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CoPilot AI Integrations

Contact Management

Put CoPilot AI to work with AI and enterprise-grade automation

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

Start free with email
Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Microsoft Office 365 with CoPilot AIIntegrate Microsoft Office 365 with CoPilot AI
Microsoft Office 365
Email, Microsoft
Integrate Zoom with CoPilot AIIntegrate Zoom with CoPilot AI
Zoom
Video Conferencing
Integrate HubSpot with CoPilot AIIntegrate HubSpot with CoPilot AI
HubSpot
Marketing Automation
Integrate WhatsApp Notifications with CoPilot AIIntegrate WhatsApp Notifications with CoPilot AI
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate Google Docs with CoPilot AIIntegrate Google Docs with CoPilot AI
Google Docs
Documents, Google
Integrate Google Slides with CoPilot AIIntegrate Google Slides with CoPilot AI
Google Slides
Documents, Google
Integrate Assembly.com with CoPilot AIIntegrate Assembly.com with CoPilot AI
Assembly.com
CRM (Customer Relationship Management)
Integrate Canva with CoPilot AIIntegrate Canva with CoPilot AI
Canva
Images & Design
Integrate Gmail with CoPilot AIIntegrate Gmail with CoPilot AI
Gmail
Email, Google
Integrate Microsoft Office 365 with CoPilot AIIntegrate Microsoft Office 365 with CoPilot AI
Microsoft Office 365
Email, Microsoft
Integrate Zoom with CoPilot AIIntegrate Zoom with CoPilot AI
Zoom
Video Conferencing
Integrate HubSpot with CoPilot AIIntegrate HubSpot with CoPilot AI
HubSpot
Marketing Automation
Integrate WhatsApp Notifications with CoPilot AIIntegrate WhatsApp Notifications with CoPilot AI
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate Google Docs with CoPilot AIIntegrate Google Docs with CoPilot AI
Google Docs
Documents, Google
Integrate Google Slides with CoPilot AIIntegrate Google Slides with CoPilot AI
Google Slides
Documents, Google
Integrate Microsoft Office 365 with CoPilot AIIntegrate Microsoft Office 365 with CoPilot AI
Microsoft Office 365
Email, Microsoft
Integrate Zoom with CoPilot AIIntegrate Zoom with CoPilot AI
Zoom
Video Conferencing
Integrate HubSpot with CoPilot AIIntegrate HubSpot with CoPilot AI
HubSpot
Marketing Automation
Integrate WhatsApp Notifications with CoPilot AIIntegrate WhatsApp Notifications with CoPilot AI
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate Google Docs with CoPilot AIIntegrate Google Docs with CoPilot AI
Google Docs
Documents, Google
Integrate Google Slides with CoPilot AIIntegrate Google Slides with CoPilot AI
Google Slides
Documents, Google
Integrate Assembly.com with CoPilot AIIntegrate Assembly.com with CoPilot AI
Assembly.com
CRM (Customer Relationship Management)
Integrate Canva with CoPilot AIIntegrate Canva with CoPilot AI
Canva
Images & Design
Integrate Gmail with CoPilot AIIntegrate Gmail with CoPilot AI
Gmail
Email, Google

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Launch your first automated workflow

  • Create records in Shape Software for new CoPilot AI leads

    • CoPilot AI logo
    • Shape logo
    CoPilot AI + Shape
  • Send emails in Gmail when new leads reply in CoPilot AI

    • CoPilot AI logo
    • Gmail logo
    CoPilot AI + Gmail
  • Add new CoPilot AI leads to a Microsoft Excel spreadsheet as rows instantly

    • CoPilot AI logo
    • Microsoft Excel logo
    CoPilot AI + Microsoft Excel
  • Create new Redtail CRM contacts from newly connected CoPilot AI leads

    • CoPilot AI logo
    • Redtail CRM logo
    CoPilot AI + Redtail CRM
  • Manage new CoPilot AI leads by creating or updating module entries in Zoho CRM

    Premium
    Details
    • CoPilot AI logo
    • Zoho CRM logo
    CoPilot AI + Zoho CRM
  • Create records in Shape Software for new CoPilot AI leads

    • CoPilot AI logo
    • Shape logo
    CoPilot AI + Shape
  • Send emails in Gmail when new leads reply in CoPilot AI

    • CoPilot AI logo
    • Gmail logo
    CoPilot AI + Gmail
  • Add new CoPilot AI leads to a Microsoft Excel spreadsheet as rows instantly

    • CoPilot AI logo
    • Microsoft Excel logo
    CoPilot AI + Microsoft Excel
  • Create new Redtail CRM contacts from newly connected CoPilot AI leads

    • CoPilot AI logo
    • Redtail CRM logo
    CoPilot AI + Redtail CRM
  • Manage new CoPilot AI leads by creating or updating module entries in Zoho CRM

    Premium
    Details
    • CoPilot AI logo
    • Zoho CRM logo
    CoPilot AI + Zoho 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.

      For builders

      Let your AI safely access CoPilot AI

      Go beyond Zap workflows. Install Zapier in your AI to call CoPilot AI actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in CoPilot AI from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose CoPilot AI actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a CoPilot AI connection @ https://zapier.com/ja/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "copilot-ai", owner: "me" });
      
      await zapier.runAction({
        app: 'copilot-ai',
        action: '{actionName}',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      CoPilot AI Help & Support

      Common questions

      copilot-ai logo
      About CoPilot AI
      CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
      Related categories

      Popular CoPilot AI Integrations

      • Microsoft Office 365
      • Zoom
      • HubSpot
      • WhatsApp Notifications
      • Google Docs