Supermetrics for Microsoft Copilot
Connect HubSpot to Microsoft Copilot — CRM and Marketing Hub in Teams
Bring your HubSpot CRM, marketing, and sales data into Microsoft Teams. Ask Copilot about deal pipeline, lead quality, email campaign performance, and marketing attribution — share results with your team without leaving the Microsoft 365 ecosystem.
Why Connect HubSpot to Microsoft Copilot?
Analyze your HubSpot data in Microsoft Copilot with natural language — just ask what you want to know.
Pipeline visibility in your Teams channels
Ask Copilot about pipeline value, deal velocity, and close rates — then share with sales and marketing in the same Teams conversation.
Learn more
Pipeline visibility in your Teams channels
Ask Copilot about pipeline value, deal velocity, and close rates — then share with sales and marketing in the same Teams conversation.
Marketing-to-sales handoff insights
Track MQL to SQL to customer conversion rates and identify which marketing channels generate the highest-quality leads for sales.
Learn more
Marketing-to-sales handoff insights
Track MQL to SQL to customer conversion rates and identify which marketing channels generate the highest-quality leads for sales.
Combine CRM data with ad platform data
Ask Copilot to correlate HubSpot deal data with ad spend from Google, Facebook, or LinkedIn — all in one Teams thread.
Learn more
Combine CRM data with ad platform data
Ask Copilot to correlate HubSpot deal data with ad spend from Google, Facebook, or LinkedIn — all in one Teams thread.
How to Connect HubSpot to Microsoft Copilot
Three steps. Under two minutes. Zero code.
- 1
Deploy Supermetrics agent in Teams
Open Microsoft Copilot in Teams, search for the Supermetrics agent in the agent store, and add it to your workspace.
- 2
Authorize your data source
Authorize your account when prompted — a quick sign-in to connect your data source.
- 3
Ask questions in Teams chat
Start a conversation with the Supermetrics agent in Teams and ask anything about your marketing data in plain English.
Example Microsoft Copilot Prompts for HubSpot
Copy these prompts or use them as inspiration. Microsoft Copilot understands natural language — just ask what you want to know.
How many deals were created this month and what is the pipeline value? Break down by stage.
Get a real-time pipeline snapshot to share with the sales team in Teams.
What is our MQL to SQL conversion rate by lead source? Which sources have the best quality?
Identify the marketing channels driving the best leads for sales.
Show me email campaign performance — open rate, click rate, and unsubscribe rate — for the last 30 days.
Review marketing email performance without logging into HubSpot.
Which deal owners have the highest close rate this quarter? Include average deal size and velocity.
Share rep performance data in your sales standup Teams channel.
What HubSpot Data Can You Analyze in Microsoft Copilot?
Supermetrics gives Microsoft Copilot access to your full HubSpot reporting data — metrics and dimensions you already know from the HubSpot interface.
Key Metrics
- Contacts created
- Deals created
- Deal amount
- Deal close rate
- Closed won deals
- Amount won
- Email open rate
- Email click rate
- Email bounce rate
- Form submissions
- Page views
- Sessions
- MQLs
- SQLs
- Customer count
Key Dimensions
- Deal stage
- Deal pipeline
- Contact lifecycle stage
- Contact source
- Company name
- Company industry
- Owner
- Campaign
- Email name
- Form name
- Landing page
- Lead status
Resources & Guides
Why Supermetrics for Microsoft Copilot?
The only native Microsoft Copilot connector with 170+ data sources, campaign management, and enterprise-grade security.
Native Microsoft Copilot Connector
One-click setup directly in Microsoft Copilot. No plugins to install, no terminal commands, no technical skills required. The first marketing data platform with native AI integrations.
170+ Data Sources
Connect HubSpot alongside 170+ other platforms through a single integration. Cross-channel analysis in one conversation.
Cross-Channel Analysis
Query HubSpot alongside every other marketing platform in a single conversation. No data exports, no tab switching.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Real-Time Data
No stale exports. Supermetrics pulls fresh data from HubSpot every time you ask Microsoft Copilot a question. Always current, always accurate.
Complete Data Access
Pull every contact, deal, campaign, and custom property from HubSpot. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect HubSpot to Microsoft Copilot?
Deploy the Supermetrics agent from the Microsoft 365 Copilot agent store. Once added, authorize HubSpot as a data source. You can then query your HubSpot data in natural language directly inside Microsoft Teams chat — no exports, no dashboards, no context switching.
Is my HubSpot data secure when using Microsoft Copilot?
Yes. Supermetrics uses OAuth-based authentication with your HubSpot credentials encrypted at rest and in transit. Data is processed within the Microsoft 365 trust boundary and only fetched as needed to serve your queries. Supermetrics is SOC 2 Type II certified and GDPR compliant.
Can I combine HubSpot data with other data sources in Copilot?
Absolutely. Supermetrics connects 170+ data sources to Microsoft Copilot through a single agent. You can ask Copilot to compare HubSpot performance against data from other platforms in the same Teams conversation — cross-referencing ad spend with revenue, web analytics, or CRM data.
What HubSpot metrics can I analyze in Copilot?
You can access all standard HubSpot reporting metrics through Supermetrics, including Contacts created, Deals created, Deal amount, Deal close rate, Closed won deals, and more. Both metrics and dimensions are available, so you can slice data by campaign, date, audience, and other dimensions.
Do I need technical skills to connect HubSpot to Microsoft Copilot?
No. Setup takes under two minutes with zero coding. The Supermetrics agent handles all API connections, authentication, and data formatting behind the scenes. Just deploy the agent in Teams, authorize your data source, and start asking questions in plain English.
Does the HubSpot connector include both CRM and Marketing Hub data?
Yes. Supermetrics pulls data from HubSpot CRM (deals, contacts, companies), Marketing Hub (emails, forms, landing pages), and Sales Hub (activities, meetings). You can query across all hubs in a single Copilot conversation.
Can I track lifecycle stage progression in Copilot?
Yes. Ask Copilot about contacts by lifecycle stage — subscriber, lead, MQL, SQL, opportunity, customer — and track conversion rates between stages over time.
Also Connect to Microsoft Copilot
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