Calendly + Redtail CRM

Update Redtail CRM activities whenever Calendly invitees cancel

Keep your Redtail CRM activities up to date with this workflow. It springs into action when an invitee cancels an appointment in Calendly, immediately updating the corresponding activity in Redtail CRM. This ensures your CRM reflects the most current interactions and status changes, saving you the manual work of updating each cancellation.

Keep your Redtail CRM activities up to date with this workflow. It springs into action when an invitee cancels an appointment in Calendly, immediately updating the corresponding activity in Redtail CRM. This ensures your CRM reflects the most current interactions and status changes, saving you the manual work of updating each cancellation.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Update Activity

    Updates and existing activity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
calendly logo
calendly logo

About Calendly

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.
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Related categories

  • Scheduling & Booking
redtailcrm logo
redtailcrm logo

About Redtail CRM

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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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