Popular SimplyBook.me + Copper Workflows
Create task in Copper for Booking is canceled in SimplyBook.me
Create Copper task for new SimplyBook.me 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 SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create person in Copper
When Booking is created in SimplyBook.me > Check any condition > Create lead in Copper
When Booking is created in SimplyBook.me > Check any condition > Create person in Copper
When Booking is created in SimplyBook.me > Check any condition > Create lead in Copper
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SimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
See SimplyBook.me 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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