Calendly + Copilot CRM
Create new to-dos in Copilot CRM for every new invitee on Calendly
Make the most of every new meeting set up in Calendly by integrating it with Copilot CRM. With this workflow, every new invitee set up in Calendly is transformed into a To-Do in Copilot CRM, ensuring you never miss a follow-up. Simplify your meeting management and optimize productivity with this easy-to-use automation.
Make the most of every new meeting set up in Calendly by integrating it with Copilot CRM. With this workflow, every new invitee set up in Calendly is transformed into a To-Do in Copilot CRM, ensuring you never miss a follow-up. Simplify your meeting management and optimize productivity with this easy-to-use automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create To-Do
Creates a to-do item
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking