Calendly + Copilot CRM
Create new to-dos in Copilot CRM for every new invitee on Calendly
Make the most of every new meeting set up in Calendly by integrating it with Copilot CRM. With this workflow, every new invitee set up in Calendly is transformed into a To-Do in Copilot CRM, ensuring you never miss a follow-up. Simplify your meeting management and optimize productivity with this easy-to-use automation.
Make the most of every new meeting set up in Calendly by integrating it with Copilot CRM. With this workflow, every new invitee set up in Calendly is transformed into a To-Do in Copilot CRM, ensuring you never miss a follow-up. Simplify your meeting management and optimize productivity with this easy-to-use automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create To-Do
Creates a to-do item
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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 Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.