Create or update Copper persons for new Calendly invitees
Easily manage your Calendly invitees by integrating with Copper CRM. With this workflow, you'll stay organized as each new invitee created in Calendly automatically creates or updates a person in Copper. Spend more time focusing on your meetings and less time manually updating your CRM.
Easily manage your Calendly invitees by integrating with Copper CRM. With this workflow, you'll stay organized as each new invitee created in Calendly automatically creates or updates a person in Copper. Spend more time focusing on your meetings and less time manually updating your CRM.
- 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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