Calendly + Redtail CRM
Create activities in Redtail CRM for new invitees in Calendly
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
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
