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Bookafy + Copper

Create new Bookafy customers in Copper as leads

Bookafy is an application where customers can schedule appointments, interviews, etc. Use Copper to track contacts, sales opportunities that help you and your team more effectively and efficiently. This Zapier automation allows you to create leads automatically in Copper for every new Bookafy customers.

Bookafy is an application where customers can schedule appointments, interviews, etc. Use Copper to track contacts, sales opportunities that help you and your team more effectively and efficiently. This Zapier automation allows you to create leads automatically in Copper for every new Bookafy customers.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    CopperCopper
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • EmailRequired

    • Phone

    • State

    • Address

    • City

    • Zip Code

    • Notes

    Action
    Write
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
bookafy logo
bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

  • Scheduling & Booking
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

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