Copilot CRM + Groundwork

Copilot CRM + Groundwork integrations

Convert new Groundwork forms into Copilot CRM customers

Simplify your customer management process with this comprehensive workflow. Whenever a new kickoff form is submitted in Groundwork, it instantly creates a new customer profile in your Copilot CRM. This efficient process not only saves time but also ensures complete and rapid transfer of important client information, enhancing your overall customer relationship management.

When this happens...
New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Groundwork and Copilot CRM

Discover other triggers and actions you can use with Groundwork and Copilot CRM

- Survey
Trigger
Polling
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- Survey
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
Action
Write
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write

- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

- Survey
Trigger
Polling
Try It
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write
- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

HelpHelp

Related categories

Sales & CRM

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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