CoPilot AI + Redtail CRM

Create new Redtail CRM contacts from newly connected CoPilot AI leads

Streamline your sales process with this seamless workflow between CoPilot AI and Redtail CRM. When a new lead connects on CoPilot AI, it instantly initiates the creation of a new contact in Redtail CRM. By bridging these two platforms, you ensure all your valuable leads are captured timely in your CRM, increasing your efficiency and boosting your customer management strategy.

Streamline your sales process with this seamless workflow between CoPilot AI and Redtail CRM. When a new lead connects on CoPilot AI, it instantly initiates the creation of a new contact in Redtail CRM. By bridging these two platforms, you ensure all your valuable leads are captured timely in your CRM, increasing your efficiency and boosting your customer management strategy.

  1. When this happens...
    CoPilot AICoPilot AI
    New Lead Connected

    Triggers when a new lead has connected with you.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

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
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

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