Tag Infusionsoft contacts when new Greetly visitors check in
Want to know which CRM contacts have visited your facility? Use this Zapier integration to add a tag, or tags, to contact after they check-in with Greetly visitor sign-in app.
Want to know which CRM contacts have visited your facility? Use this Zapier integration to add a tag, or tags, to contact after they check-in with Greetly visitor sign-in app.
- When this happens...New Check In
Triggers when there is a new check in.
- automatically do this!Tag Existing Contact
Triggers when a tag gets added to a contact for the first time.
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New Check In
Triggers when there is a new check in.
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EmailRequired
First Name
Last Name
Custom Visitor Info
First NameRequired
Last NameRequired
EmailRequired
Company
Phone for Text Notifications
Phone for Voice Notifications
IM Handle
Notification by SMS
Notification by Voice
Notification by Email
Notification by IM
EmailRequired
First Name
Last Name
Company
Primary Phone
Secondary Phone
IM Handle