How to Integrate Calendly with Copper
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Calendly" to set it as Trigger App.
- Choose a trigger event, then sign in to your Calendly account.
- Enter a "Webhook subscription scope."
- Click “Test trigger.”
- Select “Continue.”
- Search and select “Copper" as the action app.
- Choose an action event, then click "Sign in" to continue.
- Fill in the required fields to continue.
- On your Copper dashboard, go to "Settings" then "Integrations."
- Look for "Zapier" and click "Generate Zapier Token."
- Copy the generated API.
- Paste the copied API Token and click "Yes, Continue to Copper."
- Complete and customize the required fields to continue.
- Click “Test step.”
- Select "Publish" to complete the integration.
Completing these steps will integrate Calendly with Copper, boosting your content management and productivity.