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CoPilot AI + Salesforce

Create Salesforce leads from new CoPilot AI booked meetings

Streamline your sales process with this efficient workflow. When a new meeting is booked in CoPilot AI, a lead is instantly created in Salesforce, keeping your sales pipeline up to date. This automation ensures a seamless transition between scheduling and sales tasks, saving time and enhancing productivity. Ditch manual data entry and focus more on nurturing and closing deals.

Streamline your sales process with this efficient workflow. When a new meeting is booked in CoPilot AI, a lead is instantly created in Salesforce, keeping your sales pipeline up to date. This automation ensures a seamless transition between scheduling and sales tasks, saving time and enhancing productivity. Ditch manual data entry and focus more on nurturing and closing deals.

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

    Triggers when a contact is marked as meeting booked

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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

    Lead Replied

    Triggers when a lead has replied.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

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