Connect Lancepilot and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Lancepilot
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Enable Integrations or automations with these events of Lancepilot and Copilot CRM
Enable Integrations or automations with these events of Lancepilot and Copilot CRM
Actions
Send Template Message
Send a whatsapp template message using phone number.
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Frequently Asked Questions
To start, connect both your Lancepilot and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lancepilot triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Lancepilot 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 Lancepilot 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 Lancepilot 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 Lancepilot
Lancepilot is a comprehensive platform designed to streamline project management and enhance productivity for freelancers and small teams. It offers tools for task management, time tracking, and collaboration, making it easier to manage projects efficiently and meet deadlines.
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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