Calendly + Redtail CRM
Create new activities in Redtail CRM when new invitees are created in Calendly
When a new booking is made in Calendly, this workflow ensures that a related activity is promptly created in Redtail CRM. By connecting your Calendly and Redtail CRM, you can continuously keep track of your customer interactions without manual data entry, making your client management more efficient. Efficiently streamlining scheduling with customer management has never been easier.
When a new booking is made in Calendly, this workflow ensures that a related activity is promptly created in Redtail CRM. By connecting your Calendly and Redtail CRM, you can continuously keep track of your customer interactions without manual data entry, making your client management more efficient. Efficiently streamlining scheduling with customer management has never been easier.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
