Calendly + Copilot CRM
Create new Copilot CRM customers from newly created Calendly invitees
This workflow springs into action when a new invitee is added in Calendly, seamlessly adding them as a new customer in Copilot CRM. This automatic process ensures all your Calendly attendees are efficiently transformed into potential leads in your CRM, saving you time and enhancing your productivity. No more manual entry, let the integration take care of your data transfer.
This workflow springs into action when a new invitee is added in Calendly, seamlessly adding them as a new customer in Copilot CRM. This automatic process ensures all your Calendly attendees are efficiently transformed into potential leads in your CRM, saving you time and enhancing your productivity. No more manual entry, let the integration take care of your data transfer.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Creates a new customer.
- 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