CoPilot AI + Pipedrive

Create new Pipedrive persons whenever meetings are booked in CoPilot AI

Easily stay on top of your sales strategy with this efficient automation workflow. When a new meeting is booked via the CoPilot AI app, it instantly creates a person in your Pipedrive app, ensuring your sales pipeline is always updated. This way, you can save precious time on manual data entry and focus more on your deal closing activities.

Easily stay on top of your sales strategy with this efficient automation workflow. When a new meeting is booked via the CoPilot AI app, it instantly creates a person in your Pipedrive app, ensuring your sales pipeline is always updated. This way, you can save precious time on manual data entry and focus more on your deal closing activities.

  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 Person

    Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)