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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