1.Detects invitee created
Integrate Calendly and calendar booking data to trigger intake when a consultation booking is created.
Create consultation note and tag contact after booking
Automatically capture consultation bookings across Calendly and Keap. Create and update contact notes and tags when invitee email is captured, scheduled time is set, or question responses are submittedβso you can match contacts, attach notes, and segment intake without manual follow-up.
How this automation accelerates consultation follow-up
When consultation bookings arrive, delays can stall intake and billing readiness for new prospects. This automation monitors Calendly invitee creation and then finds the right contact, creates a consultation note, and applies intake tagsβso your team can follow up at the right time.
Calendlyor swap with your favorite app
2.Finds contact by email
Integrate Keap and contact matching tools to search for an existing contact and map invitee fields.
Keapor swap with your favorite app
3.Creates and attaches note
Integrate Keap and note templates to create a consultation note, attach it to the contact, and assign it.
4.Adds intake tags
Integrate Keap and tag workflows to apply intake tags for segmentation and downstream campaigns.
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