Create new Copilot clients from new Calendly invitees
With the integration of Calendly and Copilot, once a new invitee is added within Calendly, it instantly creates a new client in Copilot. This streamlined process not only saves valuable administration time but also ensures all your client information is up to date and consistent. It's an ideal solution for businesses - particularly those in the service industry - looking to optimize their client management.
With the integration of Calendly and Copilot, once a new invitee is added within Calendly, it instantly creates a new client in Copilot. This streamlined process not only saves valuable administration time but also ensures all your client information is up to date and consistent. It's an ideal solution for businesses - particularly those in the service industry - looking to optimize their client management.
- 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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