CoPilot AI + LeadConnector
Update opportunities in LeadConnector when new meetings are booked in CoPilot AI
When a meeting is scheduled in the CoPilot AI app, take the guesswork out and improve efficiency with this workflow. With this setup, each time a new meeting is booked, it will create or update an opportunity in the LeadConnector app. This eliminates the need for manual data entry, saving time and ensuring your sales cycle stays updated and accurate. With precise lead management, your business can focus on what truly matters – building customer relationships.
When a meeting is scheduled in the CoPilot AI app, take the guesswork out and improve efficiency with this workflow. With this setup, each time a new meeting is booked, it will create or update an opportunity in the LeadConnector app. This eliminates the need for manual data entry, saving time and ensuring your sales cycle stays updated and accurate. With precise lead management, your business can focus on what truly matters – building customer relationships.
- When this happens...Meeting Booked
Triggers when a contact is marked as meeting booked
- 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
