CoPilot AI + Shape
Create records in Shape Software for new CoPilot AI leads
Expedite and automate your lead intake process with this Zapier automation. Whenever a new lead connects with you in CoPilot AI, a corresponding Shape Software record will be created automatically.
Expedite and automate your lead intake process with this Zapier automation. Whenever a new lead connects with you in CoPilot AI, a corresponding Shape Software record will be created automatically.
- When this happens...New Lead Connected
Triggers when a new lead has connected with you.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Connected
Triggers when a new lead has connected with you.
Try ItMeeting Booked
Triggers when a contact is marked as meeting booked
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
Lead Replied
Triggers when a lead has replied.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
About CoPilot AI
CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
Related categories
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
