How to connect CoPilot AI + BenchmarkONE
Zapier lets you send info between CoPilot AI and BenchmarkONE automatically—no code required.
When this happens...
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- New Lead ConnectedTriggers when a new lead has connected with you.Trigger
- Lead RepliedTriggers when a lead has replied.Trigger
- New Webhook Automation EventTriggers when a webhook automation step is called.Trigger
- Add TagAdds tag to contact. If contact does not exist, this action creates contact and adds tags.Action
- Add NoteAdds a note to contact. If contact does not exist, this action creates contact and adds the note.Action
- Create/Update ContactCreates a new contact or updates an existing contact.Action
- Step 1: Authenticate CoPilot AI + BenchmarkONE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.