Overview

This article shows you how to connect your CoPilot and Supermove accounts so customer information can be exported to Core. The simple guide walks you through the setup process, which saves you time by eliminating the need to manually type customer details twice. Once connected, leads from CoPilot can be exported and will appear in Supermove without any extra work from you.

Video Walkthrough

Step-by-Step Instructions

1. From your CoPilot home page, click on Settings
2. In the Settings menu, click on Lead Exports
3. Click the Add Integration button
4. Select Supermove from the options
5. Choose your Default Move Type from the dropdown menu
6. Choose your Default Project Type from the dropdown menu

Note: These are just your default settings. You can still choose different options when you actually export a lead - these defaults just save you time by pre-selecting the most common choices.

7. Click the Save button
8. You should see your Supermove integration appear in the list
9. Make sure to Enable the integration (there should be a toggle or checkbox)

You're Done! Your CoPilot account is now connected to Supermove Core. You can now export your leads directly into Supermove without having to manually enter the information.

Need Help? If you need assistance with playbooks or other Copilot features, contact our support team at help@supermove.com or reach out to your Customer Success Manager.