Connect Sleekplan and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sleekplan
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Enable Integrations or automations with these events of Sleekplan and Copilot CRM
Enable Integrations or automations with these events of Sleekplan and Copilot CRM
Actions
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
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 Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd 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 Sleekplan and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sleekplan triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Sleekplan 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 Sleekplan 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 Sleekplan 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 Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
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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