Loading

CoPilot AI + Nutshell

Create leads in Nutshell when new leads connect in CoPilot AI

Boost your sales workflow with this integration between CoPilot AI and Nutshell. When a new lead is connected on CoPilot AI, a corresponding lead is instantly created in Nutshell. This process ensures all your valuable leads are smoothly transitioned and tracked, improving your customer relations and efficiency in your sales process.

Boost your sales workflow with this integration between CoPilot AI and Nutshell. When a new lead is connected on CoPilot AI, a corresponding lead is instantly created in Nutshell. This process ensures all your valuable leads are smoothly transitioned and tracked, improving your customer relations and efficiency in your sales process.

  1. When this happens...
    CoPilot AICoPilot AI
    New Lead Connected

    Triggers when a new lead has connected with you.

    TriggerInstant
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • CoPilot AI triggers, actions, and search

    New Lead Connected

    Triggers when a new lead has connected with you.

    Trigger
    Instant
    Try It
  • CoPilot AI triggers, actions, and search

    Meeting Booked

    Triggers when a contact is marked as meeting booked

    Trigger
    Instant
    Try It
copilot-ai logo
copilot-ai logo

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

  • Contact Management
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

Similar apps

Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Close integrationsClose integrations

Close

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier