The HubSpot Agent for Copilot brings your HubSpot CRM data directly into Microsoft 365 Copilot, letting your teams ask natural language questions and get AI-powered insights without leaving their Microsoft workflow. Available in Microsoft 365 Copilot chat and in Copilot within Microsoft Teams (on web, desktop, and mobile), the agent connects your sales, support, and success workflows to the CRM context your teams rely on every day.

The HubSpot Agent for Copilot has read-only access to a broad set of CRM records - contacts, companies, deals, tickets, users, line items, quotes, invoices, orders, carts, products, subscriptions, and lists - as well as engagement history including calls, meetings, notes, tasks, and emails. Please note: if your HubSpot account has Sensitive Data enabled, the agent cannot access engagement data for added security.

The HubSpot Agent for Copilot is available to all HubSpot customers across all tiers who have a Microsoft 365 Copilot license, or the Microsoft 365 Copilot Chat add-on license with an eligible Microsoft 365 license. A Microsoft 365 admin must first add the HubSpot Agent to the Microsoft 365 tenant before other users can connect and use it.

The agent respects all existing HubSpot CRM permissions - users can only see the data they are authorized to access in HubSpot.

All functionality in Microsoft Copilot is subject to HubSpot's API usage limits and guidelines. Microsoft 365 Copilot is a third-party service governed by your terms with Microsoft. To learn more about how Microsoft handles your data in Copilot, please see our Knowledge Base.