1.Monitor appointment start
Integrate Acuity Scheduling and scheduling data to detect qualifying assessment appointment starts for intake capture.
Add assessment bookings to intake list for campaign teams
Automatically monitor appointment start events for assessment bookings across Acuity Scheduling and Kajabi. Create and update intake entries when appointment starts soon, booking reference appears, or attendee contact matchesβso you can launch outreach, segment leads, and keep intake current without manual spreadsheet work.
How this automation accelerates your assessment outreach
When assessment bookings approach, outreach can stall if intake details stay in scheduling tools. This automation catches appointment starts, creates Kajabi form submissions, and applies tags or list membershipβso your team reaches attendees right away.
Acuity Schedulingor swap with your favorite app
2.Creates form submission
Integrate Kajabi, form workflows, and marketing fields to create an intake record from booking contact and metadata.
Kajabior swap with your favorite app
3.Adds tag or list membership
Integrate Kajabi and segmentation lists to apply tags or list membership for campaign-ready lead segmentation.
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