Tag existing Infusionsoft contacts from new Calendly meetings

After an invitee schedules a meeting with you, oftentimes you might want to make note of that in your CRM. One simple Zapier automation can handle that for you, so you'll never need to stress about keeping tabs of who you've spoken with ever again.

Note: This integration only works for contacts that already exist in Infusionsoft.

How It Works

  1. A new Calendly invitee is created
  2. Zapier tags that contact in Infusionsoft with an appointment tag

What You Need

  • Calendly premium account
  • Infusionsoft account
Tag existing Infusionsoft contacts from new Calendly meetings
Calendly integration logo

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Infusionsoft integration logo

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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