1.Monitor invitee created
Integrate Calendly and booking webhooks to capture invitee email, name, phone, and event time for new discovery meetings.
Add scheduled discovery call attendees to contact list
Automatically monitor Invitee Created events across Calendly and ActiveCampaign. Create and update contacts when discovery bookings matchβso you can filter qualifying meetings, enrich fields, and tag outreach without manual contact entry.
How this automation grows your outreach contacts
When invitee created, missed context can stall follow-up and outreach lists can go out of date. This automation captures booking details and filters qualifying discovery events, then finds or creates ActiveCampaign contacts and applies discovery tagsβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Filters by event type
Integrate Filter by Zapier and routing rules to continue only for qualifying discovery call event types so irrelevant bookings stop.
Filter by Zapieror swap with your favorite app
3.Find contact by email
Integrate ActiveCampaign and contact matching tools to find a contact by invitee email and update fields with event time.
ActiveCampaignor swap with your favorite app
4.Create or update and tag
Integrate ActiveCampaign and outreach lists to create or update the contact, then add discovery-call tags and routing tags.
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