Calendly and Infusionsoft by Keap
Status: Closed · Asked by Enfoque Visionario on · 0 views
Hello. I'm trying to make my first workflow to integrate Calendly and Infusionsoft.
I want to achieve this:
Trigger: when someone schedules a session in Calendly
Action: A contact is created or updated in Infusionsoft and
Actionn: A tag specific tag is applied.
I don't know if I'm doing the steps correctly, but when I do a test scheduling a session, the tag is not applied to the Infusionsoft contact.
Could you help me review my work flow and give me your feedback?
Thanks a lot.
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Hey @Enfoque Visionario
We looked into your worklfow and it seems like you have set the webhook trigger correctly. So, kindly re-capture the webhook, then do a test submission/record in that application in order to capture the webhook response here, and further you can action steps fields accordingly.
For a better understanding, you can refer to our total video.
Thank you so much for help me @Supremo. I can make the automation.
Have a nice day.
Diana
Enfoque Visionario.