Tag existing Infusionsoft contacts with new Calendly meetings
When this happensStep 1: Invitee Created
Then do thisStep 2: Tag Existing Contact
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. Once active, this Zap will automatically tag existing Infusionsoft contacts when a new Calendly meeting is created.
Note: This integration only works for contacts that already exist in Infusionsoft.
How It Works
- A new Calendly invitee is created
- Zapier tags that contact in Infusionsoft with an appointment tag
What You Need
- Calendly premium account
- Infusionsoft account