Calendly + Copper
Create activities in Copper for every new invitee created in Calendly
Streamline your scheduling and customer relationship tasks with this Calendly and Copper workflow. When a new invitee is added in Calendly, an activity is created in Copper, keeping your CRM updated and ready for meaningful engagements. With this automated process, you no longer need to manually transfer data, saving you valuable time and reducing the chance for errors.
Streamline your scheduling and customer relationship tasks with this Calendly and Copper workflow. When a new invitee is added in Calendly, an activity is created in Copper, keeping your CRM updated and ready for meaningful engagements. With this automated process, you no longer need to manually transfer data, saving you valuable time and reducing the chance for errors.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- 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
