How to connect CoPilot AI + LeadConnector
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- New Lead ConnectedTriggers when a new lead has connected with you.Trigger
- Lead RepliedTriggers when a lead has replied.Trigger
- Pipeline Stage ChangedThe pipeline stage was updated for an opportunityTrigger
- Add/Update ContactAdds or updates an existing contact.Action
- Add/Update OpportunityAdds or updates an existing opportunity.Action
- Add Lead to CampaignAdds a lead to an existing campaign.Action
- Stop All Campaign's for LeadStops all campaign for a lead.Action
- Add TaskAdds a task to the account.Action
- Step 1: Authenticate CoPilot AI and LeadConnector.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.