Calendly + Redtail CRM
Create Redtail CRM contacts for new invitee-created events in Calendly
When someone new schedules time with you, you'll want their details added to your CRM. This integration makes it easy by automatically creating a contact in Redtail CRM when you have a new invitee created event added in Calendly. You won't have contacts fall through the cracks again.
When someone new schedules time with you, you'll want their details added to your CRM. This integration makes it easy by automatically creating a contact in Redtail CRM when you have a new invitee created event added in Calendly. You won't have contacts fall through the cracks again.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
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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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.
