🔗 What You’ll Need
To get started, make sure you have:
An active Copilot CRM account
A Zapier account (free or paid)
🚀 How to Connect Copilot to Zapier
In your Zapier account, click Create a Zap
In the app search bar, type and select Copilot CRM
Choose whether Copilot will act as the Trigger (starts the Zap) or the Action (what happens after the trigger)
When prompted, log in with your Copilot email and password
Note: You must use the Copilot account owner's login credentials to authorize the connection. Team member logins will not work for this integration.