Copia AICopia AI

CRM (HubSpot & Salesforce)

Sync contacts, deals, companies, and activities with your CRM. The agent reads and writes data directly.

Supported CRMs

HubSpot and Salesforce are supported via OAuth. Connect your account and the agent gets read/write access to contacts, deals, companies, and activities.

What the agent can do

Create and update contacts. Log activities and notes. Read deal pipeline data. Search for records. Update custom fields. The agent operates within the permissions of your connected account.

Other CRMs

Additional CRM integrations like Attio, Folk, Pipedrive, and Close are available. Check the full integrations list for current availability.

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