Calendly integration with ActiveCampaign
How to Manage canceled Calendly invitees by updating tags on ActiveCampaign contacts
Stay on top of your schedule with this efficient workflow that connects Calendly and ActiveCampaign. When an invitee cancels their appointment in Calendly, a specific tag will be added or removed from the contact in your ActiveCampaign account. This automation helps you maintain an organized contact list and ensures that you're aware of any changes to your scheduled appointments.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Manage canceled Calendly invitees by updating tags on ActiveCampaign contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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ActiveCampaign actions
Nekton can use any feature that is available in ActiveCampaign API.
Using our advanced AI, you can easily create custom automations for ActiveCampaign.
Here are some typical actions you can do in your automated workflows.
Update Account
Updates an account.
Create Deal (Deprecated)
Creates a new deal.
Remove Contact From Automation
The contact will be removed from this active automation
Add Contact to Account
Adds a contact to an ActiveCampaign account
Add/Remove Tag From Contact
Add or remove a tag from a Contact
Create or Update a Custom Object Record
Creates a new custom object record or update an existing record
About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.