Create or update Copper persons for new Calendly invitees
Easily manage your Calendly invitees by integrating with Copper CRM. With this workflow, you'll stay organized as each new invitee created in Calendly automatically creates or updates a person in Copper. Spend more time focusing on your meetings and less time manually updating your CRM.
Easily manage your Calendly invitees by integrating with Copper CRM. With this workflow, you'll stay organized as each new invitee created in Calendly automatically creates or updates a person in Copper. Spend more time focusing on your meetings and less time manually updating your CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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- 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




