If you are just discovering Zapier for the first time, we must admit that a part of our team is envious of you because this incredible integration tool has so much to offer!
At CoPilot AI, we rely heavily on Zapier in every stage of our lead generation funnels. This is why our Engineering team decided to develop an integration that can be used by both our internal teams and our customers (did you know that we are the biggest users of our own product?!).
Keep reading to explore three different methods for implementing this integration into your own workflows.
1) Lead Generation: push your high-value replies to Slack
Like many CoPilot AI users, you might want to make use of the new Zapier integration in your CoPilot AI lead generation campaigns.
Lead generation campaigns are designed to generate more contacts or prospects for your pipeline. The ultimate goal is to convert these leads into customers. In these campaigns you’re generally asking prospects to jump on a discovery call, inviting them to a virtual event or webinar, or asking them to visit your website and convert there.
A highly efficient method to save time and stay organized with your lead generation campaign is by synching your campaign replies with an alert or instant messaging tool through the CoPilot AI Zapier integration. This integration allows you to streamline your prospect engagement process and simplify your overall workflow.
You can do this by setting up the Zap so that when you get a response that includes the item you’ve asked for (like an email, or phone number) the Zap will alert you in the instant messenger of your choice.
An app like Slack is great for this, because it will alert you when you get a positive response, and you’re probably already using the app throughout your workday. This integration will help you respond quickly to those high-value conversations because we all know the quicker the response, the more likely you are to book that prospect.
Example below of what this looks like on Slack:
2) Content Distribution: push prospects contact info into a CRM or marketing automation tool
Another way to utilize a Zapier integration is by incorporating it into a campaign aimed at distributing content to a specific target audience acquired through CoPilot AI. Many customers leverage CoPilot AI as a means to disseminate their content, and with the niche targeting capabilities of CoPilot AI, you can effectively reach a highly focused group of prospects.
If you prefer to share your content through an email campaign rather than the CoPilot AI dashboard, you may consider transferring those prospects to your CRM. Marketing Automation or Customer Relationship Management (CRM) tools are ideal for disseminating your content. By utilizing the CoPilot AI tool to collect emails on your behalf, your contact list becomes highly qualified as these contacts have willingly opted in through your outbound messages.
In this scenario, you can strategically position your messages within your CoPilot AI campaign to inquire if your prospects would like to be added to your opt-in content list. Subsequently, you can set up a Zap to check for email responses and automatically send those emails from CoPilot AI to your CRM. Integrating contact information or emails into your CRM through a Zap is an excellent way to seamlessly incorporate your entire sales funnel into your CoPilot AI campaigns through an automated workflow.
3) Conversation Messages for Account Transfer: Push New Replies into Your CRM
For larger sales and account teams, transferring a prospect to a customer without losing crucial details from past conversations can be challenging. Prospects often find it frustrating when they have to repeat themselves because key information didn’t transfer during handoff. This is where the CoPilot AI and Zapier integration adds value by ensuring a smoother transition.
Imagine a Business Development Representative (BDR) engaging a prospect through a CoPilot AI lead generation campaign. When the BDR hands off the lead to an Account Executive (AE) for a demo or discovery call, the CoPilot AI Zapier integration can help ensure a seamless transition. Here’s how it works: the message that triggers the integration, along with any messages following that handoff, will be sent to your CRM, so the AE has the latest context to pick up the conversation right where the BDR left off.
This integration helps avoid gaps in communication, saving time and enhancing relationship-building by keeping the most recent interactions at the AE’s fingertips.
# The [CoPilot AI & Zapier] World is Your Oyster...
In conclusion, the way you choose to utilize our integration is entirely dependent on your team and the existing or future workflows you wish to implement. The three suggestions are really a starting point for you to save time, allow you better visibility into your sales funnel, and improve your lead management process.
Let us know how you use the CoPilot AI and Zapier integration, we are eager to see what you come up with!
Ready to Take Your Sales Process to the Next Level?
Are you excited about the possibilities that CoPilot AI and Zapier integration can bring to your sales workflow? We'd love to show you more! Book a demo call with our team of experts to see how we can tailor these solutions to your specific needs.
Happy prospecting!
