Connect Calendly and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
When new meetings Booked Canceled or Rescheduled
New Routing Form Submission
Choose an Action
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Ready to use Calendly and Copper automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
When new meetings Booked Canceled or Rescheduled
Triggers when someone books, cancels, or reschedules a meeting for any event type.
New Routing Form Submission
Triggers when a new routing form submission is created.
New Company
Triggers when a new Company is created in Copper.
Do thisActions
Action is the task that follows automatically within your Calendly integrations.
Create Scheduling Link
Creates a scheduling link.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
Create One-Off Meeting in Calendly
Creates a new One-Off Meeting in Calendly.
Create Project
Creates a new project
Create Person
Creates a new person
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Step by step guides to integrate Calendly and Copper
Frequently Asked Questions
To start, connect both your Calendly and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Copper (or vice versa).
Absolutely. You can customize how Calendly data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Calendly and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Calendly and Copper. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Calendly
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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