CoPilot AI + Wealthbox CRM
Create Wealthbox CRM contacts from new CoPilot AI leads connected
Effortlessly manage your contacts and streamline your sales process with this automation. When a new lead connects through CoPilot AI, this workflow will create a contact in Wealthbox CRM, ensuring you never miss a potential client again. Stay organized and improve your customer relationships with seamless contact management.
Effortlessly manage your contacts and streamline your sales process with this automation. When a new lead connects through CoPilot AI, this workflow will create a contact in Wealthbox CRM, ensuring you never miss a potential client again. Stay organized and improve your customer relationships with seamless contact management.
- When this happens...New Lead Connected
Triggers when a new lead has connected with you.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About CoPilot AI
CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
