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
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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.