How to set up a contact automation to apply fields

Apply fields contact automations automatically add tags or information to a contact when they book a meeting. For example, you can automatically add a "Lead Source" tag based on which meeting type they booked.

Requirements to set up contact automations

• You must have an event type you want to add the contact automation to

Step 1 – Create an Apply fields contact automation

1. Go to Scheduling.
2. Select the event type you want to edit to open the editor.
3. In the editor, select More Options.
4. Look for the Contact automations section.
5. Select + Add to create a new automation.
6. Select Apply field.

Step 2 – Choose your field

1. In the Apply field section, select Choose field.
2. You can either:
• Select an existing field from your contacts
• Create a new field by typing the field name

If you create a new field, choose the field type:

• Text: Single word or short phrase (like a source name)
• Tags: Multiple values you can add to the same contact
• Number: A numeric value

Step 3 – Set the field value

1. Choose what value to apply to the field.
2. This value will be added to the contact every time they book this event.

Example: If your field is "Source" and you want to tag everyone who books a Sales Demo as coming from your website, you would:

• Field: Source
• Value: Website

Step 4 – Add multiple fields (optional)

You can make one automation apply to multiple fields at once. For example, when someone books a Sales Demo, you could:

• Set Source = Website
• Set Meeting Type = Sales Demo
• Set Status = New Lead

To add another field:

1. Select + Add field.
2. Choose the field and value.
3. Repeat as needed.

Step 5 – Enable your contact automation

When you're ready to start using the contact automation:

1. Review your settings to make sure they're correct.
2. Select the toggle to Enable the contact automation.
3. The contact automation is now active and will run for future bookings.

Frequently asked questions