Calendly + Copper
Create or update Copper persons when new Calendly invitees are created
Streamline your meeting scheduling and CRM updating process with this efficient workflow. When a new invitee is added in Calendly, it prompts an automatic update or creation of a person in your Copper CRM. This means you can spend less time on manual data entry and more time preparing for your important meetings.
Streamline your meeting scheduling and CRM updating process with this efficient workflow. When a new invitee is added in Calendly, it prompts an automatic update or creation of a person in your Copper CRM. This means you can spend less time on manual data entry and more time preparing for your important meetings.
- 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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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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
