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Connect HubSpot CRM and Copilot integrations

Connect HubSpot CRM and Copilot with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like HubSpot CRM and Copilot to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
HubSpot CRM

Triggers when a new company is created.

HubSpot CRM

Triggers when a new contact is created.

HubSpot CRM

Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on May 30th 2025.

HubSpot CRM

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

HubSpot CRM

Triggers when a new deal is created.

HubSpot CRM

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Triggers when a new file is stored in file manager.

HubSpot CRM

Triggers when a new member is added to selected list.

HubSpot CRM

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

HubSpot CRM

Triggers when data is submitted from a given form.

HubSpot CRM

Triggers when a new email timeline subscription added for the portal.

HubSpot CRM

Triggers when a new ticket is created.

HubSpot CRM
Copilot
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Action
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Copilot

Cancels a specific subscription. Status must be 'active' or 'not started'.

Copilot

Creates a client in Copilot.

Copilot

Creates a new company.

Copilot

Creates a file in a specified file channel.

Copilot

Creates a File Channel for a specified client or company.

Copilot

Creates a folder in the specified file channel.

Copilot

Creates a link in the specified file channel.

Copilot

Creates a message channel for the specified client, company, or group.

Copilot

Creates an invoice for a specified client or company in a workspace.

Copilot

Creates a note for a client or company.

Copilot

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

Copilot

Creates a subscription for a specific client or company.

Copilot

Deletes a specific client.

Copilot

Deletes a specific company.

Copilot

Deletes a specific file, folder, or link. Folders must be empty to be deleted.

Copilot

Delete a specific note.

Copilot

Downloads the contents of a file (under 4MB).

Copilot

Performs an arbitrary authorized API call.

Copilot

Requests a Form Response from a client.

Copilot

Retrieves a specific client from Copilot.

Copilot

Retrieves a specific company from Copilot.

Copilot

Retrieves a specific contract.

Copilot

Retrieves a contract template.

Copilot

Retrieves a download URL to download the contents of a file (of all sizes).

Copilot

Retrieves the metadata for a specific file object (file, folder, or link).

Copilot

Retrieves a specific file channel.

Copilot

Retrieves a specific form.

Copilot

Retrieves a specific message channel.

Copilot

Retrieves a specific internal user.

Copilot

Retrieves an invoice by its unique ID.

Copilot

Retrieves a client or company note by ID.

Copilot

Retrieves a specific price.

Copilot

Retrieves a specific product in a workspace by ID.

Copilot

Retrieves a subscription by ID.

Copilot

Retrieves an object containing all options for the specified multi-select field.

Copilot

Retrieves workspace information based on the connected account's API key

Copilot

Sends a contract to a specific client.

Copilot

Sends a message to the specified message channel.

Copilot

Updates a client.

Copilot

Updates a specific company

Copilot

Updates a specific note.

Copilot

Lists all app connections for the specified manual app install within the workspace.

Copilot

Lists all app installs within the workspace.

Copilot

Searches for clients.

Copilot

Searches for companies.

Copilot

Searches for contracts.

Copilot

Searches for contract templates.

Copilot

Searches for file channels.

Copilot

Lists all files in a specified channel.

Copilot

Lists all responses for a specific form.

Copilot

Lists all forms.

Copilot

Lists all internal users.

Copilot

Lists all invoices for a workspace.

Copilot

Lists invoice templates for a workspace.

Copilot

Searches for message channels.

Copilot

Lists messages for a specific channel.

Copilot

Lists all notes for a client or company.

Copilot

Lists the payments in a workspace.

Copilot

Lists the prices for products in a workspace.

Copilot

Lists all products in a workspace.

Copilot

Lists all subscriptions for a workspace.

Copilot

Lists all subscription templates for a workspace.

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Build your HubSpot CRM and Copilot integrations.

Create custom HubSpot CRM and Copilot workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

HubSpot CRM
Add Contacts to a List (Deprecated)

Adds contact records that have already been created in the system to a contact list. This module will be deprecated on May 30th 2025.

Action
HubSpot CRM
Add Members to a List

Adds records to selected list.

Action
HubSpot CRM
Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action
Copilot
Cancel a Subscription

Cancels a specific subscription. Status must be 'active' or 'not started'.

Action
Copilot
Create App Connection

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

Action
HubSpot CRM
Create a Call

Creates a call with the given properties and returns a copy of the object, including the ID.

Action
Copilot
Create a Client

Creates a client in Copilot.

Action
HubSpot CRM
Create a Communication

Creates a communication with the given properties and returns a copy of the object, including the ID.

Action
HubSpot CRM
Create a Company

Creates a company with the given properties and returns a copy of the object, including the ID.

Action

Popular HubSpot CRM and Copilot workflows.

Looking to get more out of HubSpot CRM and Copilot? With Make you can visually integrate HubSpot CRM and Copilot into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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