Looking for a way to keep track of everyone who books an appointment with your team? This ScheduleOnce-Copper integration is just what you need. Whenever someone books an appointment with your team in ScheduleOnce, Zapier will copy their contact info and add it to Copper—or update existing info you had on that person. It's a simple way to keep track of all your leads.
How this ScheduleOnce-Copper integration works
- A new booking is scheduled in ScheduleOnce
- Zapier copies the contact info and adds or updates a lead in Copper
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Triggers when an Opportunity's status is changed.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
Triggers when a Lead is created in Copper.
Creates a new Person.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Creates a new Lead.
Triggers when a booking is rescheduled.
Creates a new Task.