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.
- HubSpot CRM holds your pipeline — Teams is where your sales and marketing teams coordinate. Bridge the gap: ask Copilot about deals created this month, average deal size, close rate by pipeline stage, and which reps are hitting quota. Share answers directly in your sales channel.
- Copilot can trace the full journey from marketing touches to closed deals by querying HubSpot lifecycle stage data. Ask which campaigns produce the most SQLs, what the MQL-to-customer conversion rate is by source, and where leads stall in the funnel.
- Supermetrics connects HubSpot alongside your ad platforms, so Copilot can calculate true cost per customer by channel, compare marketing spend to pipeline generated, and help your team make data-driven budget decisions in Teams.
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.
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
How to make marketing data AI-ready
Supermetrics + HubSpot integration
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
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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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