CoPilot AI + Redtail CRM
Create new Redtail CRM contacts from newly connected CoPilot AI leads
Streamline your sales process with this seamless workflow between CoPilot AI and Redtail CRM. When a new lead connects on CoPilot AI, it instantly initiates the creation of a new contact in Redtail CRM. By bridging these two platforms, you ensure all your valuable leads are captured timely in your CRM, increasing your efficiency and boosting your customer management strategy.
Streamline your sales process with this seamless workflow between CoPilot AI and Redtail CRM. When a new lead connects on CoPilot AI, it instantly initiates the creation of a new contact in Redtail CRM. By bridging these two platforms, you ensure all your valuable leads are captured timely in your CRM, increasing your efficiency and boosting your customer management strategy.
- When this happens...New Lead Connected
Triggers when a new lead has connected with you.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
