Calendly integration with Keap Max Classic
How to Tag existing Keap Max Classic contacts with new Calendly meetings
After an invitee schedules a meeting with you, oftentimes you might want to make note of that in your CRM. One simple Nekton automation can handle that for you, so you'll never need to stress about keeping tabs of who you've spoken with ever again. Once active, this Flow will automatically tag existing Infusionsoft contacts when a new Calendly meeting is created.
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 "Tag existing Keap Max Classic contacts with new Calendly meetings" 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.