Connect Copilot and Evolved Metrics CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Copilot and Evolved Metrics CRM
Enable Integrations or automations with these events of Copilot and Evolved Metrics CRM
Triggers
New Client
Trigger whenever any new client is created.
Actions
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Copilot and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Evolved Metrics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Evolved Metrics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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About Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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