Create new Copilot clients from Interact leads
Effortlessly manage your leads and clients with this seamless workflow between Interact and Copilot. When a new lead is generated in Interact, this automation will create a client in Copilot, keeping your client list up to date without the need for manual data entry. Stay organized and efficient by streamlining your lead management process with this powerful integration.
Effortlessly manage your leads and clients with this seamless workflow between Interact and Copilot. When a new lead is generated in Interact, this automation will create a client in Copilot, keeping your client list up to date without the need for manual data entry. Stay organized and efficient by streamlining your lead management process with this powerful integration.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client
Creates a new client.
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