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Set up your first integration
Quickly connect Calendly to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Calendly and Redtail CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
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Practical ways you can use Calendly and Redtail CRM
Add new meeting invitees to Redtail CRM
When a new invitee schedules a meeting in Calendly, Zapier will automatically create a new contact in Redtail CRM using the invitee's details. This eliminates manual input, improves CRM accuracy, and ensures no potential client falls through the cracks.
Business OwnerSync Calendly scheduled events to Redtail CRM activities
When an invitee schedules an event in Calendly, Zapier will log it as an activity in Redtail CRM. This helps marketing teams align their campaigns with scheduled client meetings, providing better insights for lead nurturing and campaign effectiveness.
Marketing & Marketing OpsTrack no-shows from Calendly in Redtail CRM
When an invitee is marked as a no-show in Calendly, Zapier will create an activity update in Redtail CRM to track missed meetings. This allows project managers to follow up promptly and maintain oversight on client interactions.
Project ManagementLearn how to automate Calendly on the Zapier blog
Frequently Asked Questions about Calendly + Redtail CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Redtail CRM
How can I connect Calendly with Redtail CRM?
To connect Calendly with Redtail CRM, you need to use our integration platform. First, ensure that you have accounts in both Calendly and Redtail CRM. Using our integration tool, set up a new 'Zap' by selecting Calendly as the trigger app and Redtail CRM as the action app to start the data exchange.
Which triggers can I use from Calendly in the integration?
When integrating with Redtail CRM, you can use triggers from Calendly such as 'Invitee Created', 'Invitee Canceled', or 'Event Scheduled'. These triggers allow us to perform actions in Redtail CRM based on events occurring in your Calendly schedule.
What actions can be performed in Redtail CRM after an event is triggered in Calendly?
Once a trigger from Calendly is detected, actions such as creating a new contact, adding a note to an existing contact, or updating contact details can be automated within Redtail CRM through our integration.
Is it possible to update existing contacts in Redtail CRM when there is a new invitee on Calendly?
Yes, when a new invitee is created on Calendly, we can configure the integration to search for and update existing contact records in Redtail CRM rather than creating new ones. This ensures that all your information stays accurate and up-to-date.
Can I automate the creation of tasks in Redtail CRM based on my Calendly events?
Certainly! You can set up automated workflows where specific events or actions taken within your Calendly account trigger task creation (such as scheduling follow-ups) within your Redtail CRM system.
How do I manage duplicates that may occur when syncing contacts between Calendly and Redtail CRM?
You'll want to utilize filters and paths available during the setup of your workflow. We offer tools that detect potential duplicates before they are created in Redtail CRM after syncing data from calendared events.
Are there any limitations I should be aware of when using this integration?
One limitation may include the rate at which data syncs between platforms depending on your plan levels. It's also important to note any restrictions within either application's API capabilities at times dictate what functionalities are accessible.
