CoPilot AI + LeadConnector
Update opportunities in LeadConnector when new leads reply in CoPilot AI
Enable swift and efficient management of potential business by setting up this workflow between CoPilot AI and LeadConnector. With this automation, each time a lead responds in CoPilot AI, an opportunity will be added or updated in LeadConnector, ensuring you never miss a chance to develop a potential business lead. It simplifies your sales process and empowers your business to act on lead responses in real-time.
Enable swift and efficient management of potential business by setting up this workflow between CoPilot AI and LeadConnector. With this automation, each time a lead responds in CoPilot AI, an opportunity will be added or updated in LeadConnector, ensuring you never miss a chance to develop a potential business lead. It simplifies your sales process and empowers your business to act on lead responses in real-time.
- When this happens...Lead Replied
Triggers when a lead has replied.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
