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.
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