How to add tags to ConvertKit subscribers when a meeting is scheduled in Zoom

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Meeting created" under Zoom. Then, select the necessary details. This will allow your playbook to automatically detect the new scheduled meeting in Zoom and initiate necessary actions.

If this is your first time using a Zoom integration in Relay.app, a prompt will guide you through the connection process.

Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each guest to a created meeting in Zoom.

Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.

If your ConvertKit account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ConvertKit account.

Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new meeting created in Zoom by automatically adding a tag to subscriber in ConvertKit without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.