CoPilot AI + LeadConnector
Connect new leads in CoPilot AI to add or update contacts in LeadConnector
Manage your prospective clients effectively with this workflow. When a new lead is connected in CoPilot AI, their details are instantly added or updated in LeadConnector. This automation enables seamless lead management across platforms, helping you keep track of potential customers without any hassle.
Manage your prospective clients effectively with this workflow. When a new lead is connected in CoPilot AI, their details are instantly added or updated in LeadConnector. This automation enables seamless lead management across platforms, helping you keep track of potential customers without any hassle.
- When this happens...New Lead Connected
Triggers when a new lead has connected with you.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead Connected
Triggers when a new lead has connected with you.
Try ItMeeting Booked
Triggers when a contact is marked as meeting booked
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Lead Replied
Triggers when a lead has replied.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
