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.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Update Activity
Updates and existing 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
