Quick tipHow toSmart CRM

HubSpot in Microsoft 365 Copilot

Read-only CRM answers inside Copilot.

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2 min · Beginner
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Short answer

HubSpot's KB: the HubSpot Agent for Copilot gives read-only access to core CRM objects and associations in Microsoft 365 Copilot; it can't create or edit data. Only one HubSpot account connects at a time.

1. In HubSpot

The relevant screen in my demo portal.

Connected Apps page with the tabs, the Needs attention section, and the My Apps table highlighted
Tabs (1), Needs attention (2), and My Apps (3).

2. Worth knowing

Review what data you share through the connector and your Microsoft settings.

3. Related

MCP connectors.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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