Calendly + Redtail CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Calendly and Redtail CRM, with as many as 6 possible integrations. Are you ready to find your productivity superpowers?
Create contacts in Redtail for new Calendly invitees
Want to keep track of people after you have meetings with them? Adding them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Redtail contacts from newly scheduled Calendly events, to help you keep the relationship going.
Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after it is set up.
How It Works
- A new Calendly event is created
- Zapier creates a contact in Redtail
What You Need
- A Calendly premium account
- A Redtail account
Create Redtail CRM activities from new Calendly invitees
Here's a smart way to get your new meeting attendees into your CRM- with an easy integration! After set up, new Calendly invitees will generate Redtail CRM activities. From there, you can add any relevant info you may need or share the info with team members.
It's easy to connect Calendly + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an invitee cancels a scheduled event.
Creates a new activity.
Triggers when an invitee schedules an event.
Creates a new contact.
Triggers when a new activity is created.
Creates a new opportunity.
Triggers when a new contact is created.
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