Create contacts in Redtail for new Calendly invitees
When this happensStep 1: Invitee Created
Then do thisStep 2: Create New Contact
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