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 tag to contact. If contact does not exist, this action creates contact and adds tags.
Triggered when one of your bookings is canceled.
Creates a new contact or updates an existing contact.
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.
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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