ActiveCampaign + Calendly

Create ActiveCampaign contact notes when new Calendly invitees are added

Save time and stay organized by having new Calendly invitees' information added directly to your ActiveCampaign account as contact notes. With this workflow, whenever a new meeting is scheduled in Calendly, a contact note will be created in ActiveCampaign for the respective invitee. Keep track of your appointments effortlessly, ensuring that important details are readily available on your ActiveCampaign contacts.

Save time and stay organized by having new Calendly invitees' information added directly to your ActiveCampaign account as contact notes. With this workflow, whenever a new meeting is scheduled in Calendly, a contact note will be created in ActiveCampaign for the respective invitee. Keep track of your appointments effortlessly, ensuring that important details are readily available on your ActiveCampaign contacts.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

What does this mean?
activecampaign logo
activecampaign logo

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.

Related categories

  • Marketing Automation

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calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking