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.
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 Scheduled
Triggers when an attendee schedules a meeting or joins an existing one.
- automatically do this!Add Tag
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
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