CoPilot AI + LeadConnector
Update LeadConnector contacts when new replies occur in CoPilot AI leads
Streamline your lead management process with this efficient workflow. When a lead replies within the CoPilot AI system, the details are swiftly updated in your LeadConnector contact list. This smooth transition ensures you have the most accurate, up-to-date information on your leads, allowing you to focus on building strong relationships and expanding your business.
Streamline your lead management process with this efficient workflow. When a lead replies within the CoPilot AI system, the details are swiftly updated in your LeadConnector contact list. This smooth transition ensures you have the most accurate, up-to-date information on your leads, allowing you to focus on building strong relationships and expanding your business.
- When this happens...Lead Replied
Triggers when a lead has replied.
- 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
