Popular Bookafy + Copper Workflows
Create Bookafy event for new Copper company
Create Copper task for new Bookafy event
With the help of this integration, when an event is created, a task will be automatically created in Copper and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Update Copper person from new Bookafy event
When Appointment is created in Bookafy > Check any condition > Create person in Copper
When Appointment is created in Bookafy > Check any condition > Create lead in Copper
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Bookafy is a tool that works like your personal calendar. You can add your meetings, appointments and events and then share it with others for them to book their own appointments. It's the easiest way to manage meetings!
See Bookafy IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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