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Calendly & Active Campaign

  • December 16, 2020
  • 2 replies
  • 74 views

We are trying to create a zap when a client books an appt on Calendly they get added to active campaign. We only want to add them to this automation if they are a NEW CLIENT CONSULT.  Currently it is being added to active campaign, no matter what type of appt they make. Dont see a way on zapier to do this??  What am I missing?

 

Best answer by AndrewJDavison

To add to what Troy suggest, one of the fields provided by your Calendly trigger will be “event_type_name”:

 

You can then add a filter step to make sure the zap only runs on certain events:

 

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • December 16, 2020

Add a Filter step to the Zap: https://zapier.com/apps/filter/help


AndrewJDavison
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  • Zapier Solution Partner
  • Answer
  • December 17, 2020

To add to what Troy suggest, one of the fields provided by your Calendly trigger will be “event_type_name”:

 

You can then add a filter step to make sure the zap only runs on certain events: