Calendly + Redtail CRM
Create activities in Redtail CRM for new invitees in Calendly
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
