Calendly: Notify When Contact Makes Appointment (Automation Recipe)
Notify your sales team when a contact makes an appointment through Calendly. This automation keeps your team up-to-date on meetings booked through Calendly and shares the relevant contact information so they can follow up accordingly.
ActiveCampaign's Calendly integration lets you seamlessly add or update contacts in ActiveCampaign whenever a meeting is booked in Calendly. With automations, you can also send contacts personalized follow-up messages (and close more deals faster).
Make sure you map custom fields to contacts based on the information you gather when someone books an appointment. This lets you pass the information from each booking on to your sales team and update deals in your pipeline based on Calendly appointments.
Before importing this automation, set up your Calendly integration and sync your custom fields from Calendly to ActiveCampaign.
Here's how the "Calendly: Notify When Contact Makes Appointment" automation works:
1. The automation is triggered when a contact makes an appointment through Calendly and is assigned the "calendly-integration" tag. The automation is currently set to trigger when any Calendly appointment is set, but you can adjust the trigger if you want to build out a custom workflow for a specific appointment type.
2. The automation removes the "calendly-integration" tag from the contact so that they can be tagged (and enter the automation) again next time they make an appointment. If you want to only trigger this automation the first time an appointment is made, remove this action.
3. A notification action notifies your team or team member via email that an appointment has been made. If you use the ActiveCampaign CRM, you can use %DEAL_OWNER_EMAIL% to automatically email the deal's specific owner. You can also adjust the notification message to include personalization tags that pass along all relevant contact and appointment information.
4. The automation ends. This workflow is just a starting place -- feel free to add more actions and steps to customize it for your business!
Get started today
Try it free. No credit card required. Instant setup.