Connect HubSpot to Copilot Agent

Windsor.ai gives you access to 275 metrics and 782 dimensions from your entire HubSpot account: contacts, deals, companies, tickets, calls, meetings, emails, campaigns, forms, pipelines, and custom objects. Analyze everything from deal pipeline health and contact lifecycle stages to email campaign performance, support ticket resolution times, and revenue attribution. Custom objects and custom properties are fully supported.

Yes. You can ask Copilot to find all open deals where no call, email, or meeting has been logged in the last 14 days, cross-referenced with their expected close date. For each at-risk deal, Copilot can show the current stage, deal value, assigned owner, and whether a next step has been defined, giving your sales team a prioritized list of deals that need immediate attention before they go silent.

Yes. Windsor.ai supports 325+ data sources, so you can combine HubSpot with any of them in a single Copilot chat. Connect it with Facebook Ads or Google Ads to analyze which paid campaigns generate contacts with the highest lifetime value, or cross-reference lead source data with deal close rates to understand which channels deliver actual revenue.

Yes. Windsor.ai pulls full email stats, including open rate, click rate, click-through rate, unsubscribe rate, hard bounce rate, and spam report rate. You can ask Copilot to rank your last 10 campaigns by click-through rate, identify emails with unusually high unsubscribe rates, or compare mobile vs. desktop open performance across your sends.

Yes. Ask Copilot to calculate your weighted pipeline forecast by close month, compare current pipeline value against the same period last quarter, or flag high-value deals with low forecast probability that need sales attention.

Here are examples of  more specific prompts you can use to dive deep into your HubSpot data:

• Show total closed won revenue this month compared to last month. Rank sales reps by revenue closed and include the number of deals won and average deal size for each. For any rep where revenue increased or decreased by more than 15%, explain what drove the change based on deal activity, pipeline stage progression, and call and meeting logs.

• Compare average sales cycle length (from contact creation to closed won) across my top 5 lead sources over the last 6 months. Which source produces the fastest deals, and which ones stall most frequently at the opportunity stage?

• Analyze my email campaign performance over the last 90 days. Find any campaigns where the unsubscribe rate exceeded 0.5% and cross-reference with the subject line and send volume to identify patterns.

• Show all deals that were lost in the last 90 days. Group them by closed lost reason and by sales rep. Identify if any rep has a disproportionately high loss rate in a specific stage.

Windsor.ai’s pricing for Microsoft Copilot data integration varies depending on the number of connected accounts and data sources. We offer absolutely transparent pricing plans for diversified business needs and budgets, along with a 30-day free trial and Windsor MCP included in every plan.

With Windsor MCP, the integration process takes a few minutes. No technical expertise or coding is required; connecting data to Copilot is simple, straightforward, and accessible to everyone.

Yes, we have helpful resources to help you get started. You can explore our official documentation and tutorials for seamless HubSpot to Copilot Agent integration with Windsor.ai:

• HubSpot Field Reference
• Copilot Agent Integration Documentation