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

  1. A new Calendly event is created
  2. Zapier creates a contact in Redtail

What You Need

  • A Calendly premium account
  • A Redtail account
Create contacts in Redtail for new Calendly invitees
Calendly integration logo

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.

Redtail CRM integration logo

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.

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