Someone books a call. Keap now has three records for the same person, and two of them have never heard of the other. (They would get along. They are the same person.)

The usual advice is to match the booking by email. That is how you got three records. We build it so the booking already knows who it belongs to. This is part of our Keap consulting.

The right contact, the first time
The booking arrives already knowing which contact it belongs to, so nothing has to guess from an email address.
No duplicate contacts
One person, one record, including the customer who books with a different email than the one you have on file.
No middleman to pay for
The connection runs on your own site. There is no extra tool sitting between Calendly and Keap.
The follow up starts itself
A booking applies the right tag, and the tag starts whatever comes next: the confirmation, the reminder, the task for your team.
Meeting notes that do not die in your inbox
Calendly can write a recap of the call. We send it into real Keap fields, where it can actually trigger something.
Built to be secure
The booking carries a signed token, not a contact number anyone could change. The details that look small are the ones we check.

HOW WE BUILD IT,
WRITTEN DOWN.

Both builds are published in full, including the parts that go wrong. Developers can also see our Keap API work.

BEFORE YOU CALL US.

Can Calendly connect to Keap without Zapier?

Yes. We connect them directly on your own site, so there is no extra tool in the middle.

Why does Keap create duplicate contacts when someone books?

Because most setups match the booking to a contact by email, and people book with a different email than the one you already have. We build it so the booking carries who it belongs to, and nothing has to be matched.

Can a booking start a Keap automation?

Yes. The booking applies a tag, and the tag starts whatever should come next, such as a confirmation, a reminder or a task for your team.

Can Calendly meeting notes be saved into Keap?

Yes. Calendly's Note Taker writes a recap of the call. We read that recap and write it into real fields on the contact, so it can be searched and can trigger follow up.

Where are you based?

Clearwater, Florida. We work with businesses across Tampa Bay and the rest of the country.

LET US FIX
YOUR BOOKINGS.

A free 60 minute consultation. No obligation. We come prepared with a real plan for your business.

Book My Free Consult