Copilot and HubSpot Integration

Copilot's native integration with HubSpot works with: 
 

1. HubSpot CRM

2. HubSpot Dialer

How Admin Can Integrate HubSpot with Copilot

A HubSpot Admin can complete these steps:
 

1. Go to Copilot Workspace Settings > Integrations

2. Look for the HubSpot tile and click Connect

3. Log in with your HubSpot account and accept Copilot's permissions

How To Use The HubSpot Integration in Copilot 





View HubSpot email interaction on Copilot's Deal Review page.




 

Update deal info, stage, or close date in Copilot—changes automatically reflect in your HubSpot account.

How Copilot's HubSpot integration helps sales reps & managers

Sales Reps: 

Copilot transcribes and analyzes calls from HubSpot Sales Dialer while keeping it organized and accessible in the Copilot app.

Copilot's integration with HubSpot allows two-way data sync:
 

• Copilot pushes call links and meeting notes to HubSpot
• Reps can update deal data in Copilot and have it reflected in their orgs HubSpot account

HubSpot Sales Dialer call transcribed and analyzed in Copilot.




View HubSpot Sales Dialer call transcripts, highlights, comments and CRM info in Copilot.


 

Sales Managers/Sales Ops/Sales Enablement: 
 

• Give your sales teams access to automated call transcripts and analyses made with HubSpot Dialer.

• Get a more in-depth understanding of the sales calls by correlating trends/analytics in Copilot dashboard with deal outcomes in the CRM with our 2-way HubSpot integration.

Uninstall HubSpot from Copilot

• Navigate to "Workspace Setting" > "Integrations"

• Look for the HubSpot integration

• Click "Disconnect"

Uninstall Copilot from your HubSpot account

To disconnect Copilot from your HubSpot account:
 

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.

• Click Actions on the app you want to disconnect, then click Uninstall.

• In the dialog box, type “uninstall” in the text field and click Uninstall.