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  • Redtail CRM logoRedtail CRM logo

Calendly + Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

When someone cancels a meeting with you, you'll want to track the cancellation. This integration helps by automatically creating a new activity in Redtail CRM with the details of a new invitee canceled event in Calendly. It's never been easier to record cancels.

When someone cancels a meeting with you, you'll want to track the cancellation. This integration helps by automatically creating a new activity in Redtail CRM with the details of a new invitee canceled event in Calendly. It's never been easier to record cancels.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

calendly logo
calendly logo

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.

Related categories

redtailcrm logo
redtailcrm logo

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.
Triggers & Actions