Calendly integration with Keap Max Classic
How to Create notes in Keap Max Classic for new Calendly invitees
Effortlessly keep track of your Calendly appointments by using this workflow to create notes in Keap Max Classic whenever a new invitee is added. With this automation, you can neatly store important information regarding each meeting or event, ensuring you're always prepared and organized. Say goodbye to manual entries and streamline your scheduling process with this seamless integration.
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 "Create notes in Keap Max Classic for new Calendly invitees" 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.
Automate Calendly integrations
You have a busy schedule—the last thing you need is to spend time creating virtual conference rooms, updating leads based on conversations, or adding meetings to your to-do list. Together, Calendly and Nekton will automatically update your information in other apps whenever someone is added to a meeting. That way, you can spend more time preparing for the meeting and less time on the tedious stuff.
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Calendly actions
Nekton can use any feature that is available in Calendly API.
Using our advanced AI, you can easily create custom automations for Calendly.
Here are some typical actions you can do in your automated workflows.
Invitee Canceled
Triggers when an invitee cancels a scheduled event.
Invitee Created
Triggers when an invitee schedules an event.
About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.