CoPilot AI + LeadConnector
"add or update LeadConnector contacts when new meetings are booked in CoPilot AI"
Ensure your leads are promptly updated with this efficient workflow. Once a meeting is booked in CoPilot AI, this automation will instantly add or update the corresponding contact in LeadConnector. This quick process helps keep your contact list current without the need for manual data entry and guarantees that no potential client falls through the cracks.
Ensure your leads are promptly updated with this efficient workflow. Once a meeting is booked in CoPilot AI, this automation will instantly add or update the corresponding contact in LeadConnector. This quick process helps keep your contact list current without the need for manual data entry and guarantees that no potential client falls through the cracks.
- When this happens...Meeting Booked
Triggers when a contact is marked as meeting booked
- 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
