Calendly
Keap Max Classic
zapier

An automated workflow using zapier

Connects Calendly + Keap Max Classic

Create or update Keap Max Classic contacts from new Calendly events

About this workflow template

This automation scenario allows you to connect Calendly and Keap Max Classic

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Calendly and Keap Max Classic can also be integrated using automation tools other than zapier:

Diagram

Create or update Keap Max Classic contacts from new Calendly events
Workflow diagram: Calendly + Keap Max Classic integration

How it works?

When this trigger fires in Calendly

Calendly

Invitee Created in Calendly

Triggers when an invitee schedules an event

Then this action happens in Keap Max Classic

Keap Max Classic

Create/Update Contact in Keap Max Classic

Creates a new contact. Can be used to update existing contacts too.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update Keap Max Classic contacts from new Calendly events.

Part I

Configure Applications

First, we need to connect Calendly and Keap Max Classic to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Calendly to Zapier.

    Connect Calendly to Zapier.

    Give Zapier access to your Calendly account, using Calendly credentials.

  • Connect Keap Max Classic to Zapier.

    Connect Keap Max Classic to Zapier.

    Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Calendly

    Set up a Trigger action for Calendly

    Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).

  • Then set up an Action for Keap Max Classic

    Then set up an Action for Keap Max Classic

    Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Calendly and Keap Max Classic.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create or update Keap Max Classic contacts from new Calendly events!

Supported triggers and actions

  • Calendly

    Invitee created

    Triggers when an invitee schedules an event

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Calendly

    Invitee canceled

    Triggers when an invitee cancels a scheduled event.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Calendly

    New event scheduled

    This trigger fires when someone schedules a new Calendly event with you.

    ifttt
    triggerbyifttt
  • Calendly

    New event

    Triggers when a new event is scheduled

    automateiopipedream
    triggerbyautomateiopipedream
  • Calendly

    Invitee created (instant)

    Invitee created (instant)

    pipedream
    triggerbypipedream
  • Calendly

    Invitee cancelled (instant)

    Invitee cancelled (instant)

    pipedream
    triggerbypipedream
  • Keap Max Classic

    Create/update contact

    Creates a new contact. Can be used to update existing contacts too.

    zapier
    actionbyzapier
  • Keap Max Classic

    Tag existing contact

    Applies a tag to an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Create note

    Creates a note on an existing contact

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Update contact

    Updates an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Send email

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    zapier
    actionbyzapier
  • Keap Max Classic

    Create company

    Create a new company.

    zapierintegrately
    actionbyzapierintegrately