How To Integrate Calendly With Copper

How To Integrate Calendly With Copper

  1. Log in to Calendly: Access your Calendly account.
  2. Go to Integrations: Find the integrations section in your Calendly dashboard.
  3. Select Copper: Look for Copper in the list of available integrations.
  4. Authorize Access: Follow the prompts to connect your Calendly account to Copper.
  5. Set Up Preferences: Choose your integration settings, like event types and notifications.
  6. Test the Integration: Schedule a test event to ensure everything works smoothly.
  7. Monitor and Adjust: Check your Copper account for new events and make adjustments as needed.