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CoPilot AI + Redtail CRM Integrations

How to connect CoPilot AI + Redtail CRM

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Supported triggers and actions

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How CoPilot AI + Redtail CRM Integrations Work

  1. Step 1: Authenticate CoPilot AI + Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn More

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