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Calendly & Active Campaign

  • 16 December 2020
  • 2 replies
  • 45 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?

 

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Best answer by AndrewJDavison_Luhhu 17 December 2020, 13:29

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Userlevel 7
Badge +10

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:

 

Userlevel 7
Badge +14

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