Copilot Actions runs a plain-English pass over a folder of files and shows you what it touched. Your HubSpot CRM is the cleanup you keep meaning to do, but records are not files, and every bulk route writes straight to a CRM the whole company reports on. So the hygiene pass, standardize the company descriptions, tighten last quarter's deal notes, never gets started.
Scratch pulls the CRM into a folder Copilot can open. It cleans the records on your laptop; Scratch shows every change as a diff and writes back only the ones you approve. Workflows, lists, and Marketing assets never move, and you pick which records reach the live CRM.
How it works
- Scratch pulls your CRM into files. Contacts, companies, deals, tickets, and the rest land in a folder on your laptop, one file per record.
- Copilot edits the records. Open the Copilot app on Windows and attach your Scratch folder to Copilot Actions. Describe the pass in plain English and it works through the object in its own agent workspace while you watch. Standardize every company description and tighten the deal notes from last quarter. Copilot works the files, never the live CRM.
- You review every diff and publish. Back in the Scratch app, each changed field sits beside the original, word by word. Approve what holds up, and Scratch writes only those records through the HubSpot CRM API.
What people use it for
The CRM hygiene that never gets prioritized because it means opening records one by one:
- Standardize company descriptions across every account.
- Tighten deal notes and next steps after a quarter of drift.
- Reconcile custom-object copy that diverged between teams.
- Normalize the formatting on a property so reports and filters behave.
- Fill the blanks on a field by reading what is already on the record.
Run it on a few hundred records to feel the loop, then let it take the object.
Why not an MCP server?
A HubSpot MCP server or app wires an agent straight to your live CRM. One pass rewrites every record at once, fires the workflows watching those fields, and leaves your reps cleaning up by hand.
Scratch gives Copilot the same reach against a local copy instead. The write-back is lifted out and handed to you. Copilot can change anything in the folder; only you can commit it. On a CRM the whole company runs on, that gap is the whole point.
What Copilot edits in HubSpot
- Contacts and companies
- Deals, tickets, quotes, and line items
- Notes, tasks, calls, and meetings
- Custom objects and the associations between them
Workflows, lists, and Marketing Hub assets stay where they are, and emails are pulled for context but stay read-only. The full picture lives on Scratch for HubSpot.
Questions people ask
Is this a Copilot plugin or an MCP server?
Neither. A plugin or an MCP would hand the agent the write button. Scratch keeps it. Copilot Actions only ever sees files in the Scratch folder, and writing back is a separate step you approve, one record at a time.
Will it touch my workflows or lists?
No. Workflows, lists, and Marketing Hub assets are never exposed for editing, and emails are pulled read-only. Copilot edits records and the associations between them.
Will editing records fire my automations?
Edits in the local copy fire nothing. When you approve a record, Scratch writes it back like any CRM update, so a workflow watching that field can fire, the same as a hand edit would. The difference is you pick which records write back, instead of one pass tripping every workflow at once.
Can I roll a change back after it writes?
Yes. Scratch keeps the original beside the rewrite, so every written record reverts per row. You decide which version stays.
How is this different from an import or a script?
A CSV import and a script both write straight to the live CRM with no diff and no per-record approval, and a find-and-replace does only what you spelled out. Copilot handles the records a rule cannot, and Scratch still holds every change for review before it lands.
Do I need to be technical?
No. Copilot Actions takes a plain-English instruction, so there is no terminal and no editor. You attach the Scratch folder, describe the change, and approve the diffs in the Scratch app. You do need the Copilot app on Windows.
See it on your own CRM
The fastest way to trust it is to watch it run on your records. See it run on your HubSpot CRM →, or download Scratch free and take the first pass yourself.