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CoPilot AI + WooSender

Create contacts in WooSender for every new lead connected in CoPilot AI

Streamline your lead management process with this seamless workflow. When you connect with a new lead in CoPilot AI, this automation instantly creates a contact in WooSender. Keep your customer details organized, increase efficiency and manage relationships more effectively. Minimize manual tasks and make sure no new business prospect slips through the cracks.

Streamline your lead management process with this seamless workflow. When you connect with a new lead in CoPilot AI, this automation instantly creates a contact in WooSender. Keep your customer details organized, increase efficiency and manage relationships more effectively. Minimize manual tasks and make sure no new business prospect slips through the cracks.

  1. When this happens...
    CoPilot AICoPilot AI
    New Lead Connected

    Triggers when a new lead has connected with you.

    TriggerInstant
  2. automatically do this!
    WooSenderWooSender
    Create Contact

    Create a Contact in WooSender

    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
    • PipelineRequired

    • StageRequired

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

    New Contact

    Triggers when a new contact has been added on WooSender.

    Trigger
    Instant
    Try It
    • PipelineRequired

    • StageRequired

    Trigger
    Instant
    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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woosender logo

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.
Learn more

Related categories