Connect sendjim and Copilot CRM to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for sendjim
Choose an Action
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- Request a new Action for Copilot CRM
Integrate sendjim 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.
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your sendjim and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in sendjim triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how sendjim 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 sendjim 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 sendjim 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 sendjim
SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
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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