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Set up your first integration
Quickly connect Copilot to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Copilot and HubSpot, automating your workflow.
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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and HubSpot
Create client portals for new companies
When a new company is added in HubSpot, Zapier automatically creates a client in Copilot. This ensures that every new client or business relationship integrates seamlessly into your client portal for a more organized workflow and personalized client management.
Business Owner
Track product updates in HubSpot
When a product is updated in Copilot, Zapier ensures that the corresponding information in HubSpot is updated as well. This keeps customer-facing teams informed and consistent regarding product details, reducing miscommunication and ensuring team alignment.
EngineeringAdd new form submissions to the client portal
When a potential client fills out a HubSpot form, Zapier automatically creates a corresponding client in Copilot. This eliminates manual data entry and ensures that every potential lead is tracked in the client portal, improving data accuracy and reducing onboarding time.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Copilot + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and HubSpot
What is required to set up the Copilot and HubSpot integration?
To set up the integration, you'll need accounts on both Copilot and HubSpot platforms. Additionally, API permissions must be configured on both ends to ensure seamless data transfer. Once connected, specific triggers and actions can be defined from events like new leads in HubSpot to task creation in Copilot.
How do we define triggers in the Copilot and HubSpot integration?
Triggers are specific events that kick off an action within our integration system. For instance, a new contact creation or deal stage update in HubSpot can be set as a trigger to start a follow-up task or notification within Copilot.
Are there predefined templates for common workflows between Copilot and HubSpot?
Yes, we offer several predefined templates for common workflows such as lead nurturing or customer onboarding processes. These templates include standard actions like updating records or sending automated emails based on CuHubSpot events.
Can we customize actions in the workflow between Copilot and HubSpot?
Absolutely! Users can select from a variety of actions such as sending notifications, updating customer information, or creating tasks when specific triggers occur within the CRM. Customizing these actions allows for tailored workflows that suit your business needs.
What happens if there's an error during automatic action execution between Copilot and HubSpot?
If an error occurs during action execution, our system logs the issue and informs the user through notifications. Users can then investigate further by checking detailed reports available on the platform ensuring transparency on what went wrong.
How frequently does synchronization occur between copilot and hubspot?
Synchronization frequency depends on how you configure your workflows. Typically, sync can happen instantly when trigger conditions are met or periodically based on scheduled intervals set by users within our platform settings.
Do you support two-way data syncing with this integration?
Yes, our integration supports two-way data syncing. This means changes made in either platform - whether it’s updating contact info in hubspot or adjusting a project timeline in copilot - are reflected across both systems instantly when connected correctly.
