HubSpot Agent for Copilot write access: update records, log calls | Shipped Nov 2026

Sidekick's What Just Shipped · Nov 5, 2026 · 7m · transcript

HubSpot's agent for Microsoft 365 Copilot can now create and update CRM records and log activities, not just read them. We walk through which objects are writable (contacts, companies, deals, tickets, line items, products, and calls, meetings, notes, tasks, and emails) and which stay read only, the confirmation Copilot asks for before changes, how HubSpot permissions and connection permissions limit what each person can change, the two-admin setup, and the limits around API usage and Sensitive Data. First thing to try: have a Super Admin review the permissions the connection grants before…