Calendly + Redtail CRM
Create Redtail CRM activities for new invitee canceled events in Calendly
When someone cancels a meeting with you, you'll want to track the cancellation. This integration helps by automatically creating a new activity in Redtail CRM with the details of a new invitee canceled event in Calendly. It's never been easier to record cancels.
When someone cancels a meeting with you, you'll want to track the cancellation. This integration helps by automatically creating a new activity in Redtail CRM with the details of a new invitee canceled event in Calendly. It's never been easier to record cancels.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Create Activity
Creates a new activity in your database.
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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.
