Copilot + Salesforce

Create new Copilot clients from new Salesforce contacts

Streamline your client management process with this efficient automation. As soon as a new contact is added on Salesforce, a new client is immediately created in your Copilot app. This ensures instant information flow between both platforms and saves you valuable time. Enhance your productivity by letting this workflow do the heavy lifting while you focus on client interaction and relationship building.

Streamline your client management process with this efficient automation. As soon as a new contact is added on Salesforce, a new client is immediately created in your Copilot app. This ensures instant information flow between both platforms and saves you valuable time. Enhance your productivity by letting this workflow do the heavy lifting while you focus on client interaction and relationship building.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerPolling
  2. automatically do this!
    CopilotCopilot
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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