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.
Triggers when a new company is created.
Triggers when a new contact is created.
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.
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].
Triggers when a new deal is created.
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.
Triggers when a new file is stored in file manager.
Triggers when a new member is added to selected list.
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.
Triggers when data is submitted from a given form.
Triggers when a new email timeline subscription added for the portal.
Triggers when a new ticket is created.
Cancels a specific subscription. Status must be 'active' or 'not started'.
Creates a client in Copilot.
Creates a new company.
Creates a file in a specified file channel.
Creates a File Channel for a specified client or company.
Creates a folder in the specified file channel.
Creates a link in the specified file channel.
Creates a message channel for the specified client, company, or group.
Creates an invoice for a specified client or company in a workspace.
Creates a note for a client or company.
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.
Creates a subscription for a specific client or company.
Deletes a specific client.
Deletes a specific company.
Deletes a specific file, folder, or link. Folders must be empty to be deleted.
Delete a specific note.
Downloads the contents of a file (under 4MB).
Performs an arbitrary authorized API call.
Requests a Form Response from a client.
Retrieves a specific client from Copilot.
Retrieves a specific company from Copilot.
Retrieves a specific contract.
Retrieves a contract template.
Retrieves a download URL to download the contents of a file (of all sizes).
Retrieves the metadata for a specific file object (file, folder, or link).
Retrieves a specific file channel.
Retrieves a specific form.
Retrieves a specific message channel.
Retrieves a specific internal user.
Retrieves an invoice by its unique ID.
Retrieves a client or company note by ID.
Retrieves a specific price.
Retrieves a specific product in a workspace by ID.
Retrieves a subscription by ID.
Retrieves an object containing all options for the specified multi-select field.
Retrieves workspace information based on the connected account's API key
Sends a contract to a specific client.
Sends a message to the specified message channel.
Updates a client.
Updates a specific company
Updates a specific note.
Lists all app connections for the specified manual app install within the workspace.
Lists all app installs within the workspace.
Searches for clients.
Searches for companies.
Searches for contracts.
Searches for contract templates.
Searches for file channels.
Lists all files in a specified channel.
Lists all responses for a specific form.
Lists all forms.
Lists all internal users.
Lists all invoices for a workspace.
Lists invoice templates for a workspace.
Searches for message channels.
Lists messages for a specific channel.
Lists all notes for a client or company.
Lists the payments in a workspace.
Lists the prices for products in a workspace.
Lists all products in a workspace.
Lists all subscriptions for a workspace.
Lists all subscription templates for a workspace.
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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.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on May 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Cancels a specific subscription. Status must be 'active' or 'not started'.
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.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a client in Copilot.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Popular HubSpot CRM and Copilot workflows.
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