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CoPilot AI + Nutshell

Create new persons in Nutshell for every new meeting booked in CoPilot AI

Boost your productivity with this seamless link between CoPilot AI and Nutshell. As soon as you book a new meeting in CoPilot AI, a new contact is instantly created within Nutshell. This workflow not only keeps your data updated but also saves you time, allowing you to focus on more important tasks at hand. Eliminate the hassle of manual data entry and streamline your operations with this smart and efficient solution.

Boost your productivity with this seamless link between CoPilot AI and Nutshell. As soon as you book a new meeting in CoPilot AI, a new contact is instantly created within Nutshell. This workflow not only keeps your data updated but also saves you time, allowing you to focus on more important tasks at hand. Eliminate the hassle of manual data entry and streamline your operations with this smart and efficient solution.

  1. When this happens...
    CoPilot AICoPilot AI
    Meeting Booked

    Triggers when a contact is marked as meeting booked

    TriggerInstant
  2. automatically do this!
    NutshellNutshell
    Create Person

    Creates a new Person.

    ActionWrite
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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
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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
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nutshell-crm logo

About Nutshell

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

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