Acuity Scheduling Tagging for Keap

Status: Open · Asked by Career ACTivate Support on · 0 views

Career ACTivate — Question ·

Hello!

Is the Acuity Scheduling Tag to Keap function customizable or only global?

I want Acuity Scheduling to Tag contacts in Keap based on specific appointment type.

For Example:
If someone schedules a consultation with Mike, I want them tagged in Keap as "Consult Scheduled with Mike."

But, if they have ongoing Coaching appointments with Chris, I want the "Ongoing Coaching with Chris" tag applied.

The way my workflow looks, it appears that I can only add a tag globally - for any appointment type scheduled - and not for a specific appointment type.

IS there a workaround? Thanks!

Arshil Ahmad — Reply ·

Hi @Career ACTivate,

Could you please provide further elaboration on your use case by recording a short video? Additionally, kindly share the workflow within which you have implemented this use case.

Career ACTivate — Reply ·
Hi @Career ACTivate,

Could you please provide further elaboration on your use case by recording a short video? Additionally, kindly share the workflow within which you have implemented this use case.


Hi, Arshil.

I'm not able to create a workflow because the functionality I need is unavailable in PabblyConnect. That is why I asked my question. I'm looking for a way to create this workflow with the tools currently available.

This function is currently available in Zapier.

Arshil Ahmad — Reply ·

You can try adding a Router to your workflow to apply tags based on the appointment type.

youtube.com/watch?v=6XDASZVv3tw

Back to all forum threads · Log in to reply