Keeping your CRM up-to-date with meeting requesters and attendees is crucial for your sales team, so they can act on fresh leads. Use this Zapier integration to automatically create or update leads in Copper when someone books a meeting with you via Meetingbird. That way, you don't have to manually type your meeting info into Copper in order to accelerate your sales efforts.
How this Meetingbird-Copper integration works
- A new meeting is scheduled on Meetingbird
- Zapier automatically creates or updates a lead in Copper
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Triggers when an Opportunity's status is changed.
Creates a new Person.
Triggers when an Opportunity's stage is changed.
Creates a new Lead.
Triggers when a Lead is created in Copper.
Updates a Person depending on the match criteria.
Triggers when a meeting is scheduled via a Meetingbird scheduling link.
Creates or Updates a Lead depending on the match criteria.
Triggers when a new Project is created in Copper.
Creates a new Task.
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