Calendly + Copilot
Create clients in Copilot when new events are scheduled in Calendly
Are you spending too much time manually adding event attendees to your Copilot portal? With the power of this Zap, the repetitive work is done for you. This integration will automatically add every new Calendly invitee that books an event with you to Copilot as a new client, saving you time on manual work.
Are you spending too much time manually adding event attendees to your Copilot portal? With the power of this Zap, the repetitive work is done for you. This integration will automatically add every new Calendly invitee that books an event with you to Copilot as a new client, saving you time on manual work.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a new client.
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.