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How to Update a Contact Stage When an Appointment Is Created
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Questions & Answers and How-to

How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email How to Update a Contact Stage When an Appointment Is Created

How to Update a Contact Stage When an Appointment Is Created

  1. Create a new workflow in Workflow Templates with two nodes:
    • Manual Trigger node
    • Contact Update node configured to change the contact stage from X to Y
  2. When creating an appointment, scroll to the bottom of the page and click Show More.
  3. Select the workflow to run at the time the appointment is created.
  4. Create the appointment. The workflow will run on that contact and update the stage.

Tip: Replace X and Y with the exact stages you want (e.g., “Lead” → “Booked”).

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