Appointlet integration with Keap Max Classic
How to Create or update Keap Max Classic contacts from new Appointlet bookings
Whether you're scouting for new leads or want to provide the best possible support, don't leave Keap Max Classic out of the loop just because you're busy with too many bookings. Hand some of the work over to this Appointlet Keap Max Classic integration instead. After it's been set up, every new booking on Appointlet will automatically result in a new or updated contact on Keap Max Classic as well, keeping your list populated for you so you can focus on those relationships.
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create or update Keap Max Classic contacts from new Appointlet bookings" 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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Appointlet actions
Nekton can use any feature that is available in Appointlet API.
Using our advanced AI, you can easily create custom automations for Appointlet.
Here are some typical actions you can do in your automated workflows.
Find Meeting
Finds a meeting.
Find Attendee
Finds an attendee.
Attendee Cancelled
Triggers when an attendee cancels.
Attendee Declined
Triggers when an attendee scheduling request is declined.
Attendee Scheduled
Triggers when an attendee schedules a meeting or joins an existing one.
Attendee Approved
Triggers when an attendee scheduling request is approved.
About Appointlet
Appointlet makes it easy to schedule & prepare for meetings with your customers.