How to Automatically Add and Tag New Leads in NOAN Network Using Zapier

Managing leads efficiently is crucial for any business. With NOAN Network, you can automate the process of capturing, tagging, and following up with new contacts—saving you time and ensuring no opportunity slips through the cracks. Here’s a step-by-step guide to setting up a Zapier automation that adds new Calendly invitees directly into your NOAN Network, tags them as leads, and keeps your pipeline organized.

Step 1: Connect Calendly to Zapier

• Start in Zapier:
  Create a new Zap and select Calendly as your trigger app.
• Choose Your Event:
  Pick the specific Calendly event type you want to track (e.g., Demo Booking, Intro Call). You can set up multiple Zaps for different event types.

Step 2: Find or Create the Contact in NOAN

• Add the NOAN “Find Contact” Action:
  This step searches your NOAN Network for the invitee’s email address.
• Set the Search Query:
  Use the invitee’s email as the search query—NOAN organizes contacts by email.
• If Not Found, Create Contact:
  Enable the “Create Contact” option.
  • Fields to Include: Name and Email (you can add more later).

Step 3: Update the Contact with Details

• Add the NOAN “Update Contact” Action:
  This step enriches the contact with additional info.
• Select the Contact ID:
  • Set the Contact ID field to “Custom.”
  • Choose the ID returned from the previous Find/Create step.
    Tip: This ensures you always update the correct contact, not just the last one processed.
• Add Extra Fields:
  • Website: Map this from a Calendly question if you ask for it.
  • Memos: Add any notes or answers from your booking form.
  • Tags: Add tags like “demo,” “booked,” and “lead” to categorize the contact.

Step 4: See Your Leads Instantly in NOAN Network

• Automatic Tagging:
  As soon as someone books, they’re added to your Network and tagged as a lead.
• Easy Filtering:
  In NOAN, filter your Network by the “lead” tag to see new contacts at a glance.
• Seamless Follow-Up:
  Use NOAN’s assistant to help you prioritize and follow up with leads—no manual entry required.

Why This Workflow Rocks

• Zero Manual Data Entry: Every new Calendly booking becomes a lead in NOAN automatically.
• Instant Organization: Tags let you slice and dice your Network for targeted outreach.
• AI-Powered Follow-Up: NOAN’s assistant can prompt you to follow up, ensuring no lead is left behind.

Final Thoughts

With this Zapier workflow, your lead management becomes hands-off, accurate, and scalable. Whether you’re a solo founder or building a team, this setup ensures your pipeline is always up to date—and your follow-up is always on point.

Ready to automate your lead capture? Set up your Zap today and let NOAN handle the rest!

‍