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Book Like A Boss + Copper

Create or update Copper leads from new Book Like A Boss bookings

Effortlessly manage your leads in Copper whenever a new booking is made in Book Like A Boss. This workflow instantly creates or updates a lead in Copper for every new booking, ensuring your contact information and bookings are seamlessly organized. Focus on building relationships and closing deals, while this efficient automation handles the data management.

Effortlessly manage your leads in Copper whenever a new booking is made in Book Like A Boss. This workflow instantly creates or updates a lead in Copper for every new booking, ensuring your contact information and bookings are seamlessly organized. Focus on building relationships and closing deals, while this efficient automation handles the data management.

  1. When this happens...
    Book Like A BossBook Like A Boss
    New Booking

    Triggers when a new booking is created.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create/Update Lead

    Creates or Updates a Lead depending on the match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Book Like A Boss triggers, actions, and search

    Canceled Booking

    Triggers when a booking is canceled.

    Trigger
    Instant
    Try It
  • Book Like A Boss triggers, actions, and search

    Rescheduled Booking

    Triggers when a booking is rescheduled.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
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book-like-a-boss logo

About Book Like A Boss

Book Like A Boss is a powerful scheduling platform that allows you to take appointments, sell your services, and manage your business.
Learn more

Related categories

  • Scheduling & Booking
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