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Appointlet + BenchmarkONE

Appointlet + BenchmarkONE

Add tags in BenchmarkONE to contacts who book through Appointlet

Keep track of contacts in your CRM who have booked meetings with you by using this simple automation to add a tag to their record. And as a bonus, you can use tag rules to automatically stop marketing campaigns, set follow up tasks, and send out information to these new bookings.

When this happens...
Attendee ScheduledTriggers when an attendee schedules a meeting or joins an existing one.
TriggerInstant
automatically do this!
Add TagAdds tag to contact. If contact does not exist, this action creates contact and adds tags.
ActionWrite

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More things you can do with Appointlet and BenchmarkONE

Discover other triggers and actions you can use with Appointlet and BenchmarkONE

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Search
- Status
Action
Search

- Webhook Name
  Required
Trigger
Instant
Try It
- Note Subject
  Required
- Note Body
  Required
- Contact's Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Created At
- CopyToCompany
- Update Last Contacted Date?
Action
Write

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Search
- Tag
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
Action
Write
- Update Existing Contact
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
Action
Write

About Appointlet

Appointlet makes it easy to schedule & prepare for meetings with your customers.

Related categories

Scheduling & Booking

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.

Related categories

CRM (Customer Relationship Management)

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