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.
Note: You must capture an email address for this Zap to work. It will also only pull in new bookings after the Zap has been set up.
How It Works
- A contact books a meeting in Appointlet
- Zapier tags that contact in Hatchbuck, or creates a new one if one does not already exist
What You Need
- Appointlet account
- Hatchbuck account
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Add tags in Hatchbuck 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.
Note: You must capture an email address for this Zap to work. It will also only pull in new bookings after the Zap has been set up.
How It Works
- A contact books a meeting in Appointlet
- Zapier tags that contact in Hatchbuck, or creates a new one if one does not already exist
What You Need
- Appointlet account
- Hatchbuck account
It's easy to connect Appointlet + Hatchbuck and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when you receive a new booking.
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
Triggered when one of your bookings is canceled.
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
Triggers when the third and final reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.
Creates a new contact or updates an existing contact.
Triggers when the second reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.
Triggers when the first reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.
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