Contact automations
5 articles
Contact automations overview
Automatically tag contacts, add them to lists, map booking form answers into contact fields, and create opportunities when someone books so records stay complete and pipelines stay current
How to manage, edit, and delete contact automations
Pause, enable, edit, or delete contact automations; edits apply only to new bookings, and disabling or deleting stops future runs while keeping any existing contact data intact
How to map booking form responses to a custom field
Use Apply fields contact automation to map a booking form invitee question into a new custom contact field named with your event type and question. Enable it in the event editor, add the field to Contacts, and note one question per event type.
How to set up a contact automation to add contacts to lists
Set up an Add to list contact automation to auto-add meeting bookers to one or multiple contact lists. Open the event type, add a Contact automation, choose or create lists, then enable the automation.
How to set up a contact automation to apply fields
Create and enable Apply fields contact automations to add tags or field values when someone books an event. Choose or create fields (text, tags, number), set values, add multiple fields, and activate