Integrate CoPilot AI with Retently
Trigger NPS/CSAT surveys after significant lead engagement events, sync lead profiles and engagement data with Retently to maintain up-to-date customer insights, and use survey feedback to refine lead engagement strategies.
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About CoPilot AI
Monitors lead connections and engagement events, allowing users to track new leads and their responses, as well as scheduled meetings.
CoPilot AI to Retently
New Lead Connected
Triggers when a new lead has connected with you.Meeting Booked
Triggers when a contact is marked as meeting booked.Lead Replied
Triggers when a lead has replied.
Retently to CoPilot AI
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