CoPilot AI + Pipedrive

Create new Pipedrive deals when meetings are booked in CoPilot AI

Keep track of your meeting engagements and seamlessly manage business prospects with this automation. When a meeting is booked on CoPilot AI, a new deal will be promptly created in Pipedrive. This workflow enhances your client management efficiency, enabling you to channel attention towards setting up successful meetings and closing deals.

Keep track of your meeting engagements and seamlessly manage business prospects with this automation. When a meeting is booked on CoPilot AI, a new deal will be promptly created in Pipedrive. This workflow enhances your client management efficiency, enabling you to channel attention towards setting up successful meetings and closing deals.

  1. When this happens...
    CoPilot AICoPilot AI
    Meeting Booked

    Triggers when a contact is marked as meeting booked

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
copilot-ai logo
copilot-ai logo

About CoPilot AI

CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.

Related categories

  • Contact Management
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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