Calendly + Copper
Create new opportunities in Copper when invitees are created in Calendly
Start converting prospects into potential sales every time you schedule a meeting via Calendly by setting up this workflow. Upon setting up, for each new invitee booked through Calendly, this automation will instantly create an opportunity in your Copper CRM. Boost your productivity by ensuring no lead falls through the cracks, while focusing on building strong client relationships.
Start converting prospects into potential sales every time you schedule a meeting via Calendly by setting up this workflow. Upon setting up, for each new invitee booked through Calendly, this automation will instantly create an opportunity in your Copper CRM. Boost your productivity by ensuring no lead falls through the cracks, while focusing on building strong client relationships.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Opportunity
Creates a new Opportunity.
- 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
