Connect infomail and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for infomail
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Integrate infomail with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your infomail and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in infomail triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how infomail data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between infomail and Copilot 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 infomail and Copilot 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 infomail
Infomail is an email marketing tool. It makes it easy to manage lists and subscribers, send newsletters and transactional emails. Grow your business with the tools you need to send marketing emails.
Learn MoreAbout Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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