Although Gsnap and CoPilot are not fully integrated at this time, we do have a fairly simple workaround that enables you to send Gsnaps via CoPilot, or with Email Assist Tasks. This is helpful in situations where you want to:
- Send Gsnaps to multiple customers at the same time
- Send Gsnaps based on customer data: usage, change of stage etc. e.g., You can send a welcome Gsnap when a customer stage changes to closed-won.
- Send a Gsnap along with customer data such as usage reports.
- Send Gsnap from Email Assist tasks in Cockpit.
